AWM
Avior Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
34,465
-11,749
| -25% | -$285K | 0.03% | 325 |
|
|
2025
Q1 | $1.17M | Sell |
46,214
-1,685
| -4% | -$42.7K | 0.04% | 241 |
|
|
2024
Q4 | $1.27M | Sell |
47,899
-4,278
| -8% | -$113K | 0.05% | 241 |
|
|
2024
Q3 | $1.51M | Buy |
52,177
+798
| +2% | +$23.1K | 0.06% | 211 |
|
|
2024
Q2 | $1.44M | Sell |
51,379
-4,498
| -8% | -$126K | 0.06% | 205 |
|
|
2024
Q1 | $1.55M | Buy |
55,877
+15,593
| +39% | +$433K | 0.07% | 200 |
|
|
2023
Q4 | $1.16M | Sell |
40,284
-2,057
| -5% | -$59.2K | 0.07% | 185 |
|
|
2023
Q3 | $1.4M | Buy |
42,341
+3,367
| +9% | +$112K | 0.1% | 147 |
|
|
2023
Q2 | $1.43M | Sell |
38,974
-3,020
| -7% | -$111K | 0.09% | 153 |
|
|
2023
Q1 | $1.71M | Buy |
41,994
+9,776
| +30% | +$399K | 0.12% | 137 |
|
|
2022
Q4 | $1.65M | Sell |
32,218
-3,263
| -9% | -$167K | 0.12% | 133 |
|
|
2022
Q3 | $1.55M | Buy |
35,481
+1,109
| +3% | +$48.5K | 0.13% | 122 |
|
|
2022
Q2 | $1.8M | Sell |
34,372
-134
| -0.4% | -$7.03K | 0.18% | 101 |
|
|
2022
Q1 | $1.79M | Buy |
34,506
+765
| +2% | +$39.6K | 0.15% | 113 |
|
|
2021
Q4 | $1.99M | Buy |
33,741
+1,882
| +6% | +$111K | 0.16% | 108 |
|
|
2021
Q3 | $1.37M | Sell |
31,859
-448
| -1% | -$19.3K | 0.11% | 140 |
|
|
2021
Q2 | $1.27M | Buy |
32,307
+181
| +0.6% | +$7.09K | 0.13% | 143 |
|
|
2021
Q1 | $1.16M | Sell |
32,126
-29,964
| -48% | -$1.08M | 0.12% | 157 |
|
|
2020
Q4 | $2.29M | Buy |
62,090
+6,115
| +11% | +$225K | 0.28% | 85 |
|
|
2020
Q3 | $2.05M | Buy |
55,975
+4,492
| +9% | +$165K | 0.29% | 81 |
|
|
2020
Q2 | $1.68M | Buy |
51,483
+317
| +0.6% | +$10.4K | 0.26% | 91 |
|
|
2020
Q1 | $1.67M | Sell |
51,166
-741
| -1% | -$24.2K | 0.33% | 80 |
|
|
2019
Q4 | $2.03M | Buy |
51,907
+1,415
| +3% | +$55.4K | 0.33% | 80 |
|
|
2019
Q3 | $1.81M | Sell |
50,492
-14,329
| -22% | -$515K | 0.32% | 85 |
|
|
2019
Q2 | $2.81M | Buy |
64,821
+5,727
| +10% | +$248K | 0.5% | 52 |
|
|
2019
Q1 | $2.49M | Buy |
59,094
+694
| +1% | +$29.2K | 0.53% | 48 |
|
|
2018
Q4 | $2.52M | Sell |
58,400
-360
| -0.6% | -$15.5K | 0.61% | 43 |
|
|
2018
Q3 | $2.56M | Sell |
58,760
-218
| -0.4% | -$9.51K | 0.55% | 44 |
|
|
2018
Q2 | $2.14M | Sell |
58,978
-3,106
| -5% | -$113K | 0.48% | 55 |
|
|
2018
Q1 | $2.2M | Sell |
62,084
-1,364
| -2% | -$48.4K | 0.51% | 53 |
|
|
2017
Q4 | $2.3M | Buy |
63,448
+18,135
| +40% | +$656K | 0.51% | 52 |
|
|
2017
Q3 | $1.94M | Sell |
45,313
-7,979
| -15% | -$341K | 0.64% | 46 |
|
|
2017
Q2 | $1.79M | Sell |
53,292
-502
| -0.9% | -$16.9K | 0.73% | 36 |
|
|
2017
Q1 | $1.95M | Buy |
53,794
+6,223
| +13% | +$225K | 0.65% | 43 |
|
|
2016
Q4 | $1.55M | Buy |
47,571
+8,039
| +20% | +$263K | 0.58% | 53 |
|
|
2016
Q3 | $1.34M | Buy |
39,532
+3,229
| +9% | +$110K | 0.53% | 64 |
|
|
2016
Q2 | $1.28M | Buy |
36,303
+76
| +0.2% | +$2.67K | 0.54% | 56 |
|
|
2016
Q1 | $1.07M | Buy |
36,227
+2,979
| +9% | +$88.3K | 0.48% | 75 |
|
|
2015
Q4 | $1.07M | Buy |
33,248
+1,524
| +5% | +$49.2K | 0.59% | 52 |
|
|
2015
Q3 | $998K | Buy |
31,724
+30,617
| +2,766% | +$963K | 0.58% | 47 |
|
|
2015
Q2 | $37K | Buy |
1,107
+5
| +0.5% | +$167 | 0.03% | 157 |
|
|
2015
Q1 | $38K | Buy |
1,102
+480
| +77% | +$16.6K | 0.03% | 156 |
|
|
2014
Q4 | $19K | Buy |
622
+5
| +0.8% | +$153 | 0.02% | 192 |
|
|
2014
Q3 | $18K | Buy |
617
+5
| +0.8% | +$146 | 0.02% | 198 |
|
|
2014
Q2 | $18K | Sell |
612
-21
| -3% | -$618 | 0.02% | 201 |
|
|
2014
Q1 | $20K | Buy |
+633
| New | +$20K | 0.02% | 192 |
|