AWA
Alta Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+8,568
| New | +$208K | 0.1% | 114 |
|
|
2023
Q2 | – | Sell |
-7,090
| Closed | -$289K | – | 138 |
|
|
2023
Q1 | $289K | Sell |
7,090
-120
| -2% | -$4.9K | 0.18% | 122 |
|
|
2022
Q4 | $369K | Buy |
7,210
+1
| +0% | +$51 | 0.25% | 109 |
|
|
2022
Q3 | $315K | Buy |
7,209
+216
| +3% | +$9.44K | 0.23% | 114 |
|
|
2022
Q2 | $366K | Buy |
6,993
+12
| +0.2% | +$628 | 0.25% | 107 |
|
|
2022
Q1 | $361K | Buy |
+6,981
| New | +$361K | 0.21% | 120 |
|