Wellspring Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.2K | Buy |
16,705
+724
| +5% | +$4.25K | 0.01% | 178 |
|
|
2025
Q1 | $74K | Sell |
15,981
-712
| -4% | -$3.3K | 0.01% | 137 |
|
|
2024
Q4 | $78.5K | Buy |
16,693
+5,560
| +50% | +$26.1K | 0.01% | 144 |
|
|
2024
Q3 | $87.7K | Buy |
+11,133
| New | +$87.7K | 0.01% | 162 |
|
|
2022
Q2 | – | Sell |
-2,980
| Closed | -$154K | – | 131 |
|
|
2022
Q1 | $154K | Buy |
+2,980
| New | +$154K | 0.05% | 102 |
|