Capital Advisors Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Buy |
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|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $249K | Buy |
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