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Whalen Wealth Management’s Pfizer PFE Stock Holding History

Whalen Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$564K Buy
+23,257
New +$564K 0.35% 85
2024
Q3 		– Sell
-10,395
Closed -$291K – 134
2024
Q2 		$291K Sell
10,395
-6,311
-38% -$177K 0.23% 78
2024
Q1 		$464K Buy
+16,706
New +$464K 0.34% 53