Atria Wealth Solutions’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Sell |
195,671
-381,972
| -66% | -$9.33M | 0.11% | 218 |
|
|
2025
Q1 | $14.6M | Sell |
577,643
-7,320
| -1% | -$185K | 0.18% | 126 |
|
|
2024
Q4 | $15.5M | Buy |
584,963
+7,544
| +1% | +$200K | 0.17% | 124 |
|
|
2024
Q3 | $16.7M | Buy |
577,419
+27,324
| +5% | +$791K | 0.18% | 119 |
|
|
2024
Q2 | $15.4M | Buy |
550,095
+53,295
| +11% | +$1.49M | 0.17% | 125 |
|
|
2024
Q1 | $13.8M | Buy |
496,800
+17,201
| +4% | +$477K | 0.16% | 143 |
|
|
2023
Q4 | $13.8M | Sell |
479,599
-16,994
| -3% | -$489K | 0.17% | 124 |
|
|
2023
Q3 | $16.5M | Sell |
496,593
-29,683
| -6% | -$985K | 0.23% | 97 |
|
|
2023
Q2 | $19.3M | Buy |
526,276
+25,806
| +5% | +$947K | 0.26% | 80 |
|
|
2023
Q1 | $20.4M | Sell |
500,470
-11,434
| -2% | -$467K | 0.3% | 75 |
|
|
2022
Q4 | $26.2M | Buy |
511,904
+12,851
| +3% | +$659K | 0.42% | 41 |
|
|
2022
Q3 | $21.8M | Buy |
499,053
+261,471
| +110% | +$11.4M | 0.38% | 49 |
|
|
2022
Q2 | $26.1M | Sell |
237,582
-209,299
| -47% | -$23M | 0.49% | 34 |
|
|
2022
Q1 | $23.1M | Buy |
+446,881
| New | +$23.1M | 0.38% | 47 |
|