AWA
Amplius 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 | Sell |
46,406
-136
| -0.3% | -$3.3K | 0.1% | 75 |
|
|
2025
Q1 | $1.18M | Sell |
46,542
-281
| -0.6% | -$7.12K | 0.12% | 69 |
|
|
2024
Q4 | $1.24M | Buy |
46,823
+20,911
| +81% | +$555K | 0.13% | 66 |
|
|
2024
Q3 | $750K | Sell |
25,912
-104
| -0.4% | -$3.01K | 0.08% | 79 |
|
|
2024
Q2 | $728K | Sell |
26,016
-1,948
| -7% | -$54.5K | 0.08% | 81 |
|
|
2024
Q1 | $776K | Buy |
27,964
+313
| +1% | +$8.69K | 0.09% | 80 |
|
|
2023
Q4 | $796K | Sell |
27,651
-7,453
| -21% | -$215K | 0.1% | 74 |
|
|
2023
Q3 | $1.16M | Sell |
35,104
-1,072
| -3% | -$35.6K | 0.16% | 61 |
|
|
2023
Q2 | $1.33M | Buy |
36,176
+455
| +1% | +$16.7K | 0.18% | 60 |
|
|
2023
Q1 | $1.46M | Buy |
35,721
+1,532
| +4% | +$62.5K | 0.21% | 55 |
|
|
2022
Q4 | $1.75M | Buy |
34,189
+1,720
| +5% | +$88.1K | 0.28% | 51 |
|
|
2022
Q3 | $1.42M | Buy |
32,469
+732
| +2% | +$32K | 0.25% | 50 |
|
|
2022
Q2 | $1.66M | Sell |
31,737
-279
| -0.9% | -$14.6K | 0.27% | 49 |
|
|
2022
Q1 | $1.66M | Sell |
32,016
-773
| -2% | -$40K | 0.25% | 48 |
|
|
2021
Q4 | $1.94M | Buy |
+32,789
| New | +$1.94M | 0.27% | 46 |
|