AOWM
Alpha Omega Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
189,737
+10,167
| +6% | +$246K | 0.82% | 37 |
|
|
2025
Q1 | $4.55M | Buy |
179,570
+42,083
| +31% | +$1.07M | 0.87% | 32 |
|
|
2024
Q4 | $3.65M | Sell |
137,487
-38,797
| -22% | -$1.03M | 0.69% | 49 |
|
|
2024
Q3 | $5.1M | Buy |
176,284
+1,150
| +0.7% | +$33.3K | 0.94% | 28 |
|
|
2024
Q2 | $4.9M | Buy |
175,134
+11,010
| +7% | +$308K | 0.94% | 28 |
|
|
2024
Q1 | $4.55M | Buy |
164,124
+14,736
| +10% | +$409K | 0.85% | 36 |
|
|
2023
Q4 | $4.3M | Buy |
149,388
+16,875
| +13% | +$486K | 0.71% | 35 |
|
|
2023
Q3 | $4.4M | Buy |
132,513
+19,458
| +17% | +$645K | 0.76% | 31 |
|
|
2023
Q2 | $4.15M | Sell |
113,055
-852
| -0.7% | -$31.3K | 0.7% | 37 |
|
|
2023
Q1 | $4.65M | Buy |
113,907
+1,915
| +2% | +$78.1K | 0.8% | 30 |
|
|
2022
Q4 | $5.74M | Sell |
111,992
-1,411
| -1% | -$72.3K | 1.02% | 23 |
|
|
2022
Q3 | $4.96M | Sell |
113,403
-3,421
| -3% | -$150K | 0.95% | 22 |
|
|
2022
Q2 | $6.13M | Sell |
116,824
-1,031
| -0.9% | -$54.1K | 1.09% | 20 |
|
|
2022
Q1 | $6.1M | Sell |
117,855
-1,760
| -1% | -$91.1K | 0.96% | 24 |
|
|
2021
Q4 | $6.64M | Sell |
119,615
-17,241
| -13% | -$958K | 1.02% | 18 |
|
|
2021
Q3 | $5.89M | Sell |
136,856
-4,513
| -3% | -$194K | 0.96% | 20 |
|
|
2021
Q2 | $5.54M | Buy |
141,369
+1,918
| +1% | +$75.1K | 0.91% | 26 |
|
|
2021
Q1 | $5.05M | Buy |
139,451
+8,330
| +6% | +$302K | 0.88% | 28 |
|
|
2020
Q4 | $4.83M | Buy |
131,121
+994
| +0.8% | +$36.6K | 0.82% | 21 |
|
|
2020
Q3 | $4.78M | Sell |
130,127
-1,113
| -0.8% | -$40.9K | 0.67% | 18 |
|
|
2020
Q2 | $4.29M | Sell |
131,240
-6,375
| -5% | -$208K | 0.65% | 19 |
|
|
2020
Q1 | $4.49M | Buy |
137,615
+3,369
| +3% | +$110K | 0.83% | 14 |
|
|
2019
Q4 | $5.26M | Buy |
134,246
+2,274
| +2% | +$89.1K | 0.84% | 17 |
|
|
2019
Q3 | $4.89M | Buy |
131,972
+26,499
| +25% | +$982K | 0.79% | 19 |
|
|
2019
Q2 | $4.57M | Buy |
105,473
+3,540
| +3% | +$153K | 1.94% | 8 |
|
|
2019
Q1 | $4.33M | Sell |
101,933
-1,579
| -2% | -$67.1K | 1.94% | 6 |
|
|
2018
Q4 | $4.52M | Sell |
103,512
-11,945
| -10% | -$521K | 2.27% | 6 |
|
|
2018
Q3 | $5.09M | Sell |
115,457
-900
| -0.8% | -$39.7K | 2.28% | 4 |
|
|
2018
Q2 | $4.22M | Buy |
116,357
+3,096
| +3% | +$112K | 2.07% | 6 |
|
|
2018
Q1 | $4.02M | Buy |
113,261
+2,168
| +2% | +$76.9K | 2.02% | 8 |
|
|
2017
Q4 | $4.02M | Buy |
111,093
+1,211
| +1% | +$43.9K | 1.97% | 10 |
|
|
2017
Q3 | $3.92M | Buy |
109,882
+1,067
| +1% | +$38.1K | 1.96% | 10 |
|
|
2017
Q2 | $3.66M | Buy |
108,815
+3,534
| +3% | +$119K | 1.88% | 9 |
|
|
2017
Q1 | $3.6M | Buy |
105,281
+3,186
| +3% | +$109K | 1.92% | 9 |
|
|
2016
Q4 | $3.32M | Buy |
102,095
+17,604
| +21% | +$572K | 1.75% | 12 |
|
|
2016
Q3 | $2.86M | Sell |
84,491
-649
| -0.8% | -$22K | 2.28% | 15 |
|
|
2016
Q2 | $3M | Buy |
85,140
+205
| +0.2% | +$7.22K | 2.53% | 10 |
|
|
2016
Q1 | $2.52M | Buy |
84,935
+1,630
| +2% | +$48.3K | 2.1% | 21 |
|
|
2015
Q4 | $2.69M | Buy |
+83,305
| New | +$2.69M | 2.35% | 12 |
|