AWA
Arete Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
107,384
+5,220
| +5% | +$127K | 0.18% | 114 |
|
|
2025
Q1 | $2.59M | Buy |
102,164
+15,392
| +18% | +$390K | 0.2% | 108 |
|
|
2024
Q4 | $2.3M | Buy |
86,772
+22,013
| +34% | +$583K | 0.17% | 128 |
|
|
2024
Q3 | $1.87M | Buy |
+64,759
| New | +$1.87M | 0.16% | 130 |
|
|
2024
Q1 | – | Sell |
-77,829
| Closed | -$2.24M | – | 632 |
|
|
2023
Q4 | $2.24M | Buy |
77,829
+6,681
| +9% | +$192K | 0.17% | 127 |
|
|
2023
Q3 | $2.36M | Sell |
71,148
-4,909
| -6% | -$163K | 0.41% | 58 |
|
|
2023
Q2 | $2.79M | Sell |
76,057
-12,079
| -14% | -$443K | 0.25% | 92 |
|
|
2023
Q1 | $3.6M | Buy |
88,136
+3,372
| +4% | +$138K | 0.29% | 75 |
|
|
2022
Q4 | $4.34B | Buy |
84,764
+7,177
| +9% | +$368M | 0.38% | 53 |
|
|
2022
Q3 | $3.4M | Buy |
77,587
+14,835
| +24% | +$649K | 0.33% | 63 |
|
|
2022
Q2 | $3.29M | Sell |
62,752
-5,730
| -8% | -$300K | 0.33% | 64 |
|
|
2022
Q1 | $3.55M | Sell |
68,482
-2,505
| -4% | -$130K | 0.3% | 72 |
|
|
2021
Q4 | $4.06M | Buy |
70,987
+15,959
| +29% | +$912K | 0.35% | 58 |
|
|
2021
Q3 | $2.37M | Sell |
55,028
-799
| -1% | -$34.4K | 0.26% | 83 |
|
|
2021
Q2 | $1.8M | Sell |
55,827
-272
| -0.5% | -$8.76K | 0.25% | 81 |
|
|
2021
Q1 | $2.03M | Sell |
56,099
-11,699
| -17% | -$424K | 0.26% | 91 |
|
|
2020
Q4 | $2.49M | Sell |
67,798
-511
| -0.7% | -$18.8K | 0.35% | 67 |
|
|
2020
Q3 | $2.49M | Buy |
68,309
+1,832
| +3% | +$66.7K | 0.37% | 62 |
|
|
2020
Q2 | $2.17M | Buy |
66,477
+16,546
| +33% | +$541K | 0.38% | 65 |
|
|
2020
Q1 | $1.66M | Buy |
49,931
+5,459
| +12% | +$182K | 0.33% | 73 |
|
|
2019
Q4 | $1.74M | Sell |
44,472
-5,956
| -12% | -$233K | 0.3% | 85 |
|
|
2019
Q3 | $1.81M | Sell |
50,428
-26,214
| -34% | -$941K | 0.35% | 75 |
|
|
2019
Q2 | $3.32M | Buy |
76,642
+91
| +0.1% | +$3.94K | 0.64% | 31 |
|
|
2019
Q1 | $3.25M | Sell |
76,551
-4,363
| -5% | -$185K | 0.68% | 32 |
|
|
2018
Q4 | $3.53M | Sell |
80,914
-8,857
| -10% | -$387K | 0.86% | 19 |
|
|
2018
Q3 | $3.96M | Buy |
89,771
+297
| +0.3% | +$13.1K | 0.88% | 19 |
|
|
2018
Q2 | $3.25M | Buy |
89,474
+32,371
| +57% | +$1.17M | 0.77% | 27 |
|
|
2018
Q1 | $2.03M | Buy |
57,103
+15,246
| +36% | +$541K | 0.67% | 31 |
|
|
2017
Q4 | $1.52M | Buy |
41,857
+3,011
| +8% | +$109K | 0.49% | 38 |
|
|
2017
Q3 | $1.39M | Buy |
38,846
+5,318
| +16% | +$190K | 0.55% | 52 |
|
|
2017
Q2 | $1.13M | Buy |
33,528
+19,787
| +144% | +$665K | 0.51% | 54 |
|
|
2017
Q1 | $470K | Buy |
13,741
+2,186
| +19% | +$74.8K | 0.2% | 111 |
|
|
2016
Q4 | $375K | Buy |
11,555
+40
| +0.3% | +$1.3K | 0.17% | 114 |
|
|
2016
Q3 | $390K | Buy |
11,515
+4,537
| +65% | +$154K | 0.22% | 91 |
|
|
2016
Q2 | $246K | Sell |
6,978
-194
| -3% | -$6.84K | 0.15% | 113 |
|
|
2016
Q1 | $213K | Buy |
7,172
+726
| +11% | +$21.6K | 0.13% | 126 |
|
|
2015
Q4 | $208K | Buy |
+6,446
| New | +$208K | 0.13% | 119 |
|
|
2015
Q3 | – | Sell |
-6,489
| Closed | -$218K | – | 152 |
|
|
2015
Q2 | $218K | Buy |
6,489
+145
| +2% | +$4.87K | 0.15% | 122 |
|
|
2015
Q1 | $221K | Buy |
+6,344
| New | +$221K | 0.14% | 128 |
|