Avion Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Sell |
1,626
-151
| -8% | -$3.62K | 0.01% | 227 |
|
|
2025
Q1 | $47K | Hold |
1,777
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $47K | Sell |
1,777
-81
| -4% | -$2.14K | 0.01% | 195 |
|
|
2024
Q3 | $53K | Sell |
1,858
-339
| -15% | -$9.67K | 0.01% | 166 |
|
|
2024
Q2 | $61K | Buy |
2,197
+1,223
| +126% | +$34K | 0.02% | 148 |
|
|
2024
Q1 | $28K | Sell |
974
-798
| -45% | -$22.9K | 0.01% | 197 |
|
|
2023
Q4 | $51K | Sell |
1,772
-221
| -11% | -$6.36K | 0.01% | 153 |
|
|
2023
Q3 | $65K | Buy |
1,993
+144
| +8% | +$4.7K | 0.02% | 132 |
|
|
2023
Q2 | $66K | Buy |
1,849
+206
| +13% | +$7.35K | 0.02% | 140 |
|
|
2023
Q1 | $84K | Buy |
1,643
+857
| +109% | +$43.8K | 0.02% | 111 |
|
|
2022
Q4 | $34K | Hold |
786
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $34K | Sell |
786
-10
| -1% | -$433 | 0.01% | 176 |
|
|
2022
Q2 | $42K | Buy |
796
+56
| +8% | +$2.96K | 0.01% | 153 |
|
|
2022
Q1 | $38K | Buy |
740
+100
| +16% | +$5.14K | 0.01% | 146 |
|
|
2021
Q4 | $38K | Sell |
640
-100
| -14% | -$5.94K | 0.01% | 143 |
|
|
2021
Q3 | $32K | Buy |
740
+100
| +16% | +$4.32K | 0.01% | 156 |
|
|
2021
Q2 | $25K | Sell |
640
-627
| -49% | -$24.5K | 0.01% | 163 |
|
|
2021
Q1 | $46K | Sell |
1,267
-100
| -7% | -$3.63K | 0.02% | 123 |
|
|
2020
Q4 | $50K | Sell |
1,367
-348
| -20% | -$12.7K | 0.02% | 123 |
|
|
2020
Q3 | $60K | Buy |
1,715
+106
| +7% | +$3.71K | 0.02% | 84 |
|
|
2020
Q2 | $50K | Hold |
1,609
| – | – | 0.02% | 92 |
|
|
2020
Q1 | $50K | Buy |
+1,609
| New | +$50K | 0.02% | 84 |
|