AWE
Avidian Wealth Enterprises’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
19,945
+1,712
| +9% | +$41.5K | 0.02% | 340 |
|
|
2025
Q1 | $462K | Sell |
18,233
-2,007
| -10% | -$50.9K | 0.02% | 323 |
|
|
2024
Q4 | $537K | Sell |
20,240
-2,080
| -9% | -$55.2K | 0.02% | 284 |
|
|
2024
Q3 | $646K | Buy |
22,320
+897
| +4% | +$26K | 0.03% | 253 |
|
|
2024
Q2 | $599K | Buy |
21,423
+3,596
| +20% | +$101K | 0.02% | 246 |
|
|
2024
Q1 | $495K | Sell |
17,827
-2,190
| -11% | -$60.8K | 0.02% | 262 |
|
|
2023
Q4 | $576K | Sell |
20,017
-1,087
| -5% | -$31.3K | 0.04% | 238 |
|
|
2023
Q3 | $700K | Sell |
21,104
-975
| -4% | -$32.3K | 0.05% | 199 |
|
|
2023
Q2 | $810K | Sell |
22,079
-34,757
| -61% | -$1.27M | 0.05% | 209 |
|
|
2023
Q1 | $2.32M | Buy |
56,836
+728
| +1% | +$29.7K | 0.13% | 131 |
|
|
2022
Q4 | $2.87M | Buy |
56,108
+4,487
| +9% | +$230K | 0.19% | 98 |
|
|
2022
Q3 | $2.26M | Sell |
51,621
-1,612
| -3% | -$70.5K | 0.16% | 88 |
|
|
2022
Q2 | $2.79M | Buy |
53,233
+11,727
| +28% | +$615K | 0.2% | 88 |
|
|
2022
Q1 | $2.15M | Buy |
41,506
+1,938
| +5% | +$100K | 0.13% | 107 |
|
|
2021
Q4 | $2.34M | Buy |
39,568
+446
| +1% | +$26.3K | 0.15% | 108 |
|
|
2021
Q3 | $1.68M | Buy |
39,122
+4,616
| +13% | +$199K | 0.13% | 95 |
|
|
2021
Q2 | $1.35M | Buy |
34,506
+1,109
| +3% | +$43.4K | 0.1% | 109 |
|
|
2021
Q1 | $1.21M | Buy |
33,397
+1,620
| +5% | +$58.7K | 0.1% | 108 |
|
|
2020
Q4 | $1.17M | Buy |
31,777
+1,592
| +5% | +$58.6K | 0.11% | 103 |
|
|
2020
Q3 | $1.11M | Buy |
30,185
+3,738
| +14% | +$137K | 0.13% | 99 |
|
|
2020
Q2 | $865K | Sell |
26,447
-2,589
| -9% | -$84.7K | 0.12% | 99 |
|
|
2020
Q1 | $948K | Buy |
29,036
+11,590
| +66% | +$378K | 0.15% | 75 |
|
|
2019
Q4 | $684K | Buy |
17,446
+4,065
| +30% | +$159K | 0.1% | 90 |
|
|
2019
Q3 | $481K | Buy |
13,381
+4,224
| +46% | +$152K | 0.08% | 103 |
|
|
2019
Q2 | $397K | Buy |
9,157
+1,334
| +17% | +$57.8K | 0.09% | 79 |
|
|
2019
Q1 | $332K | Buy |
7,823
+15
| +0.2% | +$637 | 0.07% | 87 |
|
|
2018
Q4 | $341K | Buy |
7,808
+2,411
| +45% | +$105K | 0.12% | 57 |
|
|
2018
Q3 | $238K | Buy |
+5,397
| New | +$238K | 0.07% | 94 |
|