Wetzel Investment 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 | $455K | Buy |
18,757
+10,472
| +126% | +$254K | 0.21% | 71 |
|
|
2025
Q1 | $210K | Sell |
8,285
-142
| -2% | -$3.6K | 0.11% | 114 |
|
|
2024
Q4 | $224K | Sell |
8,427
-2,270
| -21% | -$60.2K | 0.11% | 113 |
|
|
2024
Q3 | $310K | Sell |
10,697
-1,410
| -12% | -$40.8K | 0.16% | 91 |
|
|
2024
Q2 | $336K | Sell |
12,107
-420
| -3% | -$11.7K | 0.19% | 81 |
|
|
2024
Q1 | $318K | Buy |
12,527
+1,821
| +17% | +$46.2K | 0.19% | 83 |
|
|
2023
Q4 | $308K | Buy |
+10,706
| New | +$308K | 0.19% | 82 |
|