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Cerro Pacific Wealth Advisors’s Pfizer PFE Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,980
Closed -$202K – 168
2024
Q4 		$202K Sell
6,980
-363
-5% -$9.85K 0.07% 157
2024
Q3 		$205K Hold
7,343
– – 0.08% 142
2024
Q2 		$205K Buy
+7,343
New +$202K 0.08% 143
2023
Q1 		$446K Sell
10,920
-7,617
-41% -$329K 0.25% 97
2022
Q4 		$950K Sell
18,537
-1,687
-8% -$80.9K 0.5% 58
2022
Q3 		$885K Buy
20,224
+5,135
+34% +$250K 0.54% 50
2022
Q2 		$791K Sell
15,089
-5,051
-25% -$257K 0.49% 51
2022
Q1 		$1.04M Sell
20,140
-190
-0.9% -$9.86K 0.64% 38
2021
Q4 		$1.2M Buy
20,330
+261
+1% +$12.9K 0.76% 31
2021
Q3 		$863K Buy
20,069
+6,830
+52% +$303K 0.62% 41
2021
Q2 		$518K Buy
+13,239
New +$515K 0.38% 79
2020
Q4 		$283K Buy
+7,694
New +$282K 0.17% 92

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