AWA
Acorn Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
13,286
-737
| -5% | -$17.9K | 0.12% | 165 |
|
|
2025
Q1 | $355K | Sell |
14,023
-173
| -1% | -$4.38K | 0.15% | 141 |
|
|
2024
Q4 | $377K | Buy |
14,196
+812
| +6% | +$21.5K | 0.16% | 129 |
|
|
2024
Q3 | $387K | Buy |
13,384
+679
| +5% | +$19.7K | 0.17% | 127 |
|
|
2024
Q2 | $355K | Buy |
12,705
+2,286
| +22% | +$64K | 0.18% | 119 |
|
|
2024
Q1 | $289K | Sell |
10,419
-47
| -0.4% | -$1.3K | 0.15% | 143 |
|
|
2023
Q4 | $301K | Sell |
10,466
-368
| -3% | -$10.6K | 0.18% | 127 |
|
|
2023
Q3 | $359K | Buy |
10,834
+9
| +0.1% | +$299 | 0.24% | 98 |
|
|
2023
Q2 | $397K | Buy |
10,825
+452
| +4% | +$16.6K | 0.27% | 93 |
|
|
2023
Q1 | $423K | Buy |
10,373
+18
| +0.2% | +$734 | 0.31% | 81 |
|
|
2022
Q4 | $531K | Buy |
10,355
+106
| +1% | +$5.44K | 0.41% | 59 |
|
|
2022
Q3 | $448K | Buy |
10,249
+35
| +0.3% | +$1.53K | 0.37% | 67 |
|
|
2022
Q2 | $536K | Sell |
10,214
-264
| -3% | -$13.9K | 0.42% | 57 |
|
|
2022
Q1 | $542K | Buy |
10,478
+916
| +10% | +$47.4K | 0.37% | 61 |
|
|
2021
Q4 | $565K | Buy |
9,562
+58
| +0.6% | +$3.43K | 0.36% | 67 |
|
|
2021
Q3 | $409K | Sell |
9,504
-97
| -1% | -$4.17K | 0.29% | 87 |
|
|
2021
Q2 | $376K | Sell |
9,601
-69
| -0.7% | -$2.7K | 0.26% | 94 |
|
|
2021
Q1 | $350K | Buy |
9,670
+202
| +2% | +$7.31K | 0.25% | 101 |
|
|
2020
Q4 | $349K | Buy |
9,468
+5
| +0.1% | +$184 | 0.27% | 89 |
|
|
2020
Q3 | $347K | Sell |
9,463
-184
| -2% | -$6.75K | 0.3% | 70 |
|
|
2020
Q2 | $315K | Buy |
9,647
+21
| +0.2% | +$686 | 0.29% | 70 |
|
|
2020
Q1 | $326K | Buy |
9,626
+534
| +6% | +$18.1K | 0.37% | 56 |
|
|
2019
Q4 | $353K | Sell |
9,092
-550
| -6% | -$21.4K | 0.3% | 72 |
|
|
2019
Q3 | $353K | Sell |
9,642
-387
| -4% | -$14.2K | 0.3% | 69 |
|
|
2019
Q2 | $358K | Sell |
10,029
-179
| -2% | -$6.39K | 0.33% | 63 |
|
|
2019
Q1 | $428K | Buy |
10,208
+12
| +0.1% | +$503 | 0.39% | 53 |
|
|
2018
Q4 | $442K | Sell |
10,196
-290
| -3% | -$12.6K | 0.45% | 46 |
|
|
2018
Q3 | $457K | Sell |
10,486
-673
| -6% | -$29.3K | 0.45% | 47 |
|
|
2018
Q2 | $405K | Buy |
11,159
+13
| +0.1% | +$472 | 0.34% | 50 |
|
|
2018
Q1 | $413K | Buy |
11,146
+57
| +0.5% | +$2.11K | 0.36% | 49 |
|
|
2017
Q4 | $407K | Buy |
+11,089
| New | +$407K | 0.37% | 48 |
|