AWA
Artemis Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,936
| Closed | -$201K | – | 42 |
|
|
2024
Q3 | $201K | Buy |
+6,936
| New | +$201K | 0.02% | 32 |
|
|
2023
Q4 | – | Sell |
-6,946
| Closed | -$230K | – | 61 |
|
|
2023
Q3 | $230K | Hold |
6,946
| – | – | 0.04% | 28 |
|
|
2023
Q2 | $255K | Hold |
6,946
| – | – | 0.05% | 26 |
|
|
2023
Q1 | $283K | Hold |
6,946
| – | – | 0.07% | 18 |
|
|
2022
Q4 | $356K | Hold |
6,946
| – | – | 0.11% | 18 |
|
|
2022
Q3 | $304K | Hold |
6,946
| – | – | 0.08% | 20 |
|
|
2022
Q2 | $364K | Buy |
+6,946
| New | +$364K | 0.1% | 23 |
|
|
2020
Q1 | – | Sell |
-2,812
| Closed | -$110K | – | 114 |
|
|
2019
Q4 | $110K | Buy |
+2,812
| New | +$110K | 0.04% | 18 |
|