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Whipplewood Advisors’s Pfizer PFE Stock Holding History

Whipplewood Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$92.8K Sell
3,827
-347
-8% -$8.41K 0.05% 241
2025
Q1 		$103K Buy
4,174
+107
+3% +$2.64K 0.06% 219
2024
Q4 		$108K Buy
+4,067
New +$108K 0.06% 222