ATWA
Arbor Trust Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,343
| Closed | -$287K | – | 91 |
|
|
2025
Q1 | $287K | Sell |
11,343
-125
| -1% | -$3.17K | 0.13% | 83 |
|
|
2024
Q4 | $304K | Sell |
11,468
-5,610
| -33% | -$149K | 0.14% | 78 |
|
|
2024
Q3 | $478K | Hold |
17,078
| – | – | 0.25% | 63 |
|
|
2024
Q2 | $478K | Buy |
17,078
+2,954
| +21% | +$82.7K | 0.25% | 63 |
|
|
2024
Q1 | $372K | Sell |
14,124
-750
| -5% | -$19.7K | 0.2% | 75 |
|
|
2023
Q4 | $428K | Sell |
14,874
-3,625
| -20% | -$104K | 0.25% | 65 |
|
|
2023
Q3 | $614K | Sell |
18,499
-625
| -3% | -$20.7K | 0.4% | 53 |
|
|
2023
Q2 | $701K | Sell |
19,124
-128
| -0.7% | -$4.7K | 0.45% | 50 |
|
|
2023
Q1 | $785K | Buy |
19,252
+1,471
| +8% | +$60K | 0.52% | 45 |
|
|
2022
Q4 | $911K | Buy |
17,781
+2,447
| +16% | +$125K | 0.63% | 40 |
|
|
2022
Q3 | $672K | Sell |
15,334
-16
| -0.1% | -$701 | 0.51% | 46 |
|
|
2022
Q2 | $805K | Buy |
15,350
+2,500
| +19% | +$131K | 0.56% | 44 |
|
|
2022
Q1 | $665K | Buy |
12,850
+216
| +2% | +$11.2K | 0.4% | 54 |
|
|
2021
Q4 | $746K | Sell |
12,634
-77
| -0.6% | -$4.55K | 0.43% | 53 |
|
|
2021
Q3 | $547K | Buy |
12,711
+777
| +7% | +$33.4K | 0.34% | 57 |
|
|
2021
Q2 | $467K | Buy |
11,934
+125
| +1% | +$4.89K | 0.29% | 66 |
|
|
2021
Q1 | $427K | Hold |
11,809
| – | – | 0.29% | 63 |
|
|
2020
Q4 | $435K | Buy |
11,809
+500
| +4% | +$18.4K | 0.32% | 60 |
|
|
2020
Q3 | $415K | Sell |
11,309
-129
| -1% | -$4.73K | 0.36% | 58 |
|
|
2020
Q2 | $374K | Sell |
11,438
-125
| -1% | -$4.09K | 0.34% | 62 |
|
|
2020
Q1 | $377K | Hold |
11,563
| – | – | 0.4% | 54 |
|
|
2019
Q4 | $453K | Buy |
+11,563
| New | +$453K | 0.39% | 57 |
|