White Knight Strategic Wealth 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 | $348K | Buy |
14,377
+4,980
| +53% | +$121K | 0.3% | 61 |
|
|
2025
Q1 | $238K | Sell |
9,397
-13,757
| -59% | -$349K | 0.22% | 74 |
|
|
2024
Q4 | $614K | Buy |
23,154
+7,772
| +51% | +$206K | 0.26% | 63 |
|
|
2024
Q3 | $445K | Hold |
15,382
| – | – | 0.4% | 50 |
|
|
2024
Q2 | $430K | Buy |
15,382
+1,902
| +14% | +$53.2K | 0.43% | 44 |
|
|
2024
Q1 | $374K | Buy |
13,480
+4
| +0% | +$111 | 0.39% | 50 |
|
|
2023
Q4 | $388K | Sell |
13,476
-7,052
| -34% | -$203K | 0.45% | 46 |
|
|
2023
Q3 | $681K | Buy |
20,528
+604
| +3% | +$20K | 0.9% | 26 |
|
|
2023
Q2 | $731K | Buy |
19,924
+2,781
| +16% | +$102K | 0.86% | 28 |
|
|
2023
Q1 | $699K | Buy |
17,143
+4,385
| +34% | +$179K | 0.88% | 28 |
|
|
2022
Q4 | $654K | Sell |
12,758
-488
| -4% | -$25K | 0.9% | 30 |
|
|
2022
Q3 | $580K | Buy |
+13,246
| New | +$580K | 0.83% | 31 |
|