Cerro Pacific Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,980
| Closed | -$202K | – | 168 |
|
|
2024
Q4 | $202K | Sell |
6,980
-363
| -5% | -$10.5K | 0.07% | 157 |
|
|
2024
Q3 | $205K | Hold |
7,343
| – | – | 0.08% | 142 |
|
|
2024
Q2 | $205K | Buy |
+7,343
| New | +$205K | 0.08% | 143 |
|
|
2023
Q1 | $446K | Sell |
10,920
-7,617
| -41% | -$311K | 0.25% | 97 |
|
|
2022
Q4 | $950K | Sell |
18,537
-1,687
| -8% | -$86.4K | 0.5% | 58 |
|
|
2022
Q3 | $885K | Buy |
20,224
+5,135
| +34% | +$225K | 0.54% | 50 |
|
|
2022
Q2 | $791K | Sell |
15,089
-5,051
| -25% | -$265K | 0.49% | 51 |
|
|
2022
Q1 | $1.04M | Sell |
20,140
-190
| -0.9% | -$9.84K | 0.64% | 38 |
|
|
2021
Q4 | $1.2M | Buy |
20,330
+261
| +1% | +$15.4K | 0.76% | 31 |
|
|
2021
Q3 | $863K | Buy |
20,069
+6,830
| +52% | +$294K | 0.62% | 41 |
|
|
2021
Q2 | $518K | Buy |
+13,239
| New | +$518K | 0.38% | 79 |
|
|
2020
Q4 | $283K | Buy |
+7,694
| New | +$283K | 0.17% | 92 |
|