CWA
Carolina Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-161
| Closed | -$4.27K | – | 307 |
|
|
2024
Q4 | $4.27K | Hold |
161
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $4.66K | Buy |
+161
| New | +$4.66K | ﹤0.01% | 241 |
|
|
2022
Q3 | – | Sell |
-257
| Closed | -$13K | – | 292 |
|
|
2022
Q2 | $13K | Hold |
257
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $13K | Sell |
257
-127,762
| -100% | -$6.46M | 0.01% | 168 |
|
|
2021
Q4 | $7.56M | Buy |
128,019
+11,301
| +10% | +$667K | 4.27% | 4 |
|
|
2021
Q3 | $5.02M | Buy |
116,718
+3,973
| +4% | +$171K | 3.32% | 8 |
|
|
2021
Q2 | $4.42M | Buy |
112,745
+7,456
| +7% | +$292K | 2.97% | 13 |
|
|
2021
Q1 | $3.82M | Buy |
105,289
+105,007
| +37,237% | +$3.8M | 2.78% | 14 |
|
|
2020
Q4 | $10K | Hold |
282
| – | – | 0.01% | 147 |
|
|
2020
Q3 | $10K | Buy |
+282
| New | +$10K | 0.01% | 133 |
|