1WA
180 Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
46,197
+4,526
| +11% | +$110K | 0.16% | 138 |
|
|
2025
Q1 | $1.06M | Buy |
41,671
+5,657
| +16% | +$143K | 0.17% | 128 |
|
|
2024
Q4 | $955K | Buy |
36,014
+4,805
| +15% | +$127K | 0.15% | 132 |
|
|
2024
Q3 | $903K | Sell |
31,209
-215
| -0.7% | -$6.22K | 0.14% | 149 |
|
|
2024
Q2 | $901K | Buy |
31,424
+2,935
| +10% | +$84.1K | 0.15% | 139 |
|
|
2024
Q1 | $791K | Buy |
28,489
+857
| +3% | +$23.8K | 0.14% | 148 |
|
|
2023
Q4 | $821K | Sell |
27,632
-5,572
| -17% | -$166K | 0.16% | 126 |
|
|
2023
Q3 | $1.1M | Buy |
33,204
+404
| +1% | +$13.4K | 0.25% | 102 |
|
|
2023
Q2 | $1.2M | Sell |
32,800
-364
| -1% | -$13.3K | 0.26% | 97 |
|
|
2023
Q1 | $1.35M | Sell |
33,164
-2,410
| -7% | -$98.3K | 0.31% | 87 |
|
|
2022
Q4 | $1.57M | Sell |
35,574
-2,866
| -7% | -$127K | 0.37% | 81 |
|
|
2022
Q3 | $1.68M | Buy |
38,440
+1,777
| +5% | +$77.8K | 0.46% | 65 |
|
|
2022
Q2 | $1.92M | Sell |
36,663
-3,122
| -8% | -$163K | 0.49% | 59 |
|
|
2022
Q1 | $2M | Sell |
39,785
-1,522
| -4% | -$76.4K | 0.44% | 63 |
|
|
2021
Q4 | $2.18M | Sell |
41,307
-5,258
| -11% | -$278K | 0.49% | 56 |
|
|
2021
Q3 | $1.93M | Sell |
46,565
-431
| -0.9% | -$17.9K | 0.43% | 63 |
|
|
2021
Q2 | $2.27M | Sell |
46,996
-1,661
| -3% | -$80.1K | 0.52% | 46 |
|
|
2021
Q1 | $1.94M | Buy |
48,657
+248
| +0.5% | +$9.91K | 0.48% | 60 |
|
|
2020
Q4 | $1.78M | Buy |
48,409
+2,484
| +5% | +$91.2K | 0.51% | 52 |
|
|
2020
Q3 | $1.72M | Buy |
45,925
+301
| +0.7% | +$11.3K | 0.65% | 36 |
|
|
2020
Q2 | $1.65M | Sell |
45,624
-333
| -0.7% | -$12.1K | 0.66% | 35 |
|
|
2020
Q1 | $1.51M | Sell |
45,957
-6,176
| -12% | -$203K | 0.78% | 26 |
|
|
2019
Q4 | $2.12M | Sell |
52,133
-2,312
| -4% | -$94K | 0.85% | 22 |
|
|
2019
Q3 | $1.97M | Sell |
54,445
-4,090
| -7% | -$148K | 0.87% | 25 |
|
|
2019
Q2 | $2.24M | Buy |
58,535
+1,092
| +2% | +$41.8K | 1.01% | 19 |
|
|
2019
Q1 | $2.35M | Sell |
57,443
-5,490
| -9% | -$224K | 1.06% | 18 |
|
|
2018
Q4 | $2.77M | Sell |
62,933
-761
| -1% | -$33.5K | 1.29% | 10 |
|
|
2018
Q3 | $2.81M | Buy |
63,694
+2,657
| +4% | +$117K | 1.3% | 10 |
|
|
2018
Q2 | $2.21M | Sell |
61,037
-13,570
| -18% | -$492K | 1.1% | 16 |
|
|
2018
Q1 | $2.65M | Sell |
74,607
-3,279
| -4% | -$116K | 1.38% | 11 |
|
|
2017
Q4 | $2.82M | Buy |
+77,886
| New | +$2.82M | 1.44% | 13 |
|