Avidian Wealth Enterprises’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.91M | Buy |
79,424
+4,018
| +5% | +$105K | 0.05% | 219 |
|
|
2026
Q1 | $2.12M | Buy |
75,406
+51,722
| +218% | +$1.38M | 0.07% | 182 |
|
|
2025
Q4 | $590K | Buy |
23,684
+2,783
| +13% | +$70.2K | 0.02% | 342 |
|
|
2025
Q3 | $533K | Buy |
20,901
+956
| +5% | +$23.6K | 0.02% | 356 |
|
|
2025
Q2 | $483K | Buy |
19,945
+1,712
| +9% | +$39.9K | 0.02% | 341 |
|
|
2025
Q1 | $462K | Sell |
18,233
-2,007
| -10% | -$52.5K | 0.02% | 323 |
|
|
2024
Q4 | $537K | Sell |
20,240
-2,080
| -9% | -$56.4K | 0.02% | 284 |
|
|
2024
Q3 | $646K | Buy |
22,320
+897
| +4% | +$26.2K | 0.03% | 254 |
|
|
2024
Q2 | $599K | Buy |
21,423
+3,596
| +20% | +$99K | 0.02% | 256 |
|
|
2024
Q1 | $495K | Sell |
17,827
-2,190
| -11% | -$60.8K | 0.02% | 266 |
|
|
2023
Q4 | $576K | Sell |
20,017
-1,087
| -5% | -$32.9K | 0.04% | 240 |
|
|
2023
Q3 | $700K | Sell |
21,104
-975
| -4% | -$34.5K | 0.05% | 201 |
|
|
2023
Q2 | $810K | Sell |
22,079
-34,757
| -61% | -$1.35M | 0.05% | 210 |
|
|
2023
Q1 | $2.32M | Buy |
56,836
+728
| +1% | +$31.4K | 0.13% | 132 |
|
|
2022
Q4 | $2.87M | Buy |
56,108
+4,487
| +9% | +$215K | 0.19% | 98 |
|
|
2022
Q3 | $2.26M | Sell |
51,621
-1,612
| -3% | -$78.3K | 0.16% | 88 |
|
|
2022
Q2 | $2.79M | Buy |
53,233
+11,727
| +28% | +$598K | 0.2% | 88 |
|
|
2022
Q1 | $2.15M | Buy |
41,506
+1,938
| +5% | +$101K | 0.13% | 113 |
|
|
2021
Q4 | $2.34M | Buy |
39,568
+446
| +1% | +$22.1K | 0.15% | 110 |
|
|
2021
Q3 | $1.68M | Buy |
39,122
+4,616
| +13% | +$204K | 0.13% | 95 |
|
|
2021
Q2 | $1.35M | Buy |
34,506
+1,109
| +3% | +$43.1K | 0.1% | 109 |
|
|
2021
Q1 | $1.21M | Buy |
33,397
+1,620
| +5% | +$57.5K | 0.1% | 109 |
|
|
2020
Q4 | $1.17M | Sell |
31,777
-38
| -0.1% | -$1.39K | 0.11% | 103 |
|
|
2020
Q3 | $1.11M | Buy |
31,815
+3,940
| +14% | +$138K | 0.13% | 99 |
|
|
2020
Q2 | $865K | Sell |
27,875
-2,729
| -9% | -$92.7K | 0.12% | 99 |
|
|
2020
Q1 | $948K | Buy |
30,604
+12,216
| +66% | +$416K | 0.15% | 75 |
|
|
2019
Q4 | $684K | Buy |
18,388
+4,284
| +30% | +$153K | 0.1% | 90 |
|
|
2019
Q3 | $481K | Buy |
14,104
+4,453
| +46% | +$162K | 0.08% | 103 |
|
|
2019
Q2 | $397K | Buy |
9,651
+1,406
| +17% | +$55.8K | 0.09% | 79 |
|
|
2019
Q1 | $332K | Buy |
8,245
+15
| +0.2% | +$601 | 0.07% | 87 |
|
|
2018
Q4 | $341K | Buy |
8,230
+2,542
| +45% | +$106K | 0.12% | 57 |
|
|
2018
Q3 | $238K | Buy |
+5,688
| New | +$219K | 0.07% | 94 |
|
Other funds holding PFE
Avidian Wealth Enterprises's PFE Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Pfizer (PFE) stake by 5.3% in Q2 2026, buying an estimated $105K and bringing the position to 79,424 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #219.
Avidian Wealth Enterprises first reported a position in PFE in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.87M in Q4 2022. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Avidian Wealth Enterprises held 79,424 shares of Pfizer worth $1.91M as of Q2 2026.
- Avidian Wealth Enterprises bought 4,018 Pfizer shares in Q2 2026, an estimated $105K.
- Pfizer made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #219 holding.
- Avidian Wealth Enterprises first reported a position in Pfizer in Q3 2018 and has held it in 32 quarters since.
- Avidian Wealth Enterprises's Pfizer position peaked at $2.87M in Q4 2022.
- 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.