CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
13,518
+968
| +8% | +$23.5K | 0.01% | 192 |
|
|
2025
Q1 | $318K | Sell |
12,550
-2,113
| -14% | -$53.5K | 0.01% | 184 |
|
|
2024
Q4 | $389K | Sell |
14,663
-2,823
| -16% | -$74.9K | 0.01% | 174 |
|
|
2024
Q3 | $506K | Sell |
17,486
-604
| -3% | -$17.5K | 0.01% | 166 |
|
|
2024
Q2 | $506K | Buy |
18,090
+638
| +4% | +$17.9K | 0.01% | 162 |
|
|
2024
Q1 | $484K | Sell |
17,452
-2,393
| -12% | -$66.4K | 0.01% | 165 |
|
|
2023
Q4 | $571K | Buy |
19,845
+594
| +3% | +$17.1K | 0.01% | 163 |
|
|
2023
Q3 | $639K | Sell |
19,251
-1,204
| -6% | -$39.9K | 0.02% | 147 |
|
|
2023
Q2 | $750K | Buy |
20,455
+611
| +3% | +$22.4K | 0.02% | 139 |
|
|
2023
Q1 | $810K | Buy |
19,844
+263
| +1% | +$10.7K | 0.02% | 143 |
|
|
2022
Q4 | $1M | Buy |
19,581
+1,313
| +7% | +$67.3K | 0.04% | 134 |
|
|
2022
Q3 | $799K | Sell |
18,268
-1,542
| -8% | -$67.4K | 0.1% | 63 |
|
|
2022
Q2 | $1.04M | Sell |
19,810
-2,290
| -10% | -$120K | 0.04% | 132 |
|
|
2022
Q1 | $1.14M | Buy |
22,100
+7,809
| +55% | +$404K | 0.04% | 137 |
|
|
2021
Q4 | $844K | Sell |
14,291
-1,102
| -7% | -$65.1K | 0.03% | 132 |
|
|
2021
Q3 | $662K | Buy |
15,393
+421
| +3% | +$18.1K | 0.03% | 188 |
|
|
2021
Q2 | $586K | Buy |
14,972
+280
| +2% | +$11K | 0.02% | 209 |
|
|
2021
Q1 | $532K | Sell |
14,692
-239
| -2% | -$8.65K | 0.03% | 150 |
|
|
2020
Q4 | $550K | Sell |
14,931
-3,155
| -17% | -$116K | 0.03% | 139 |
|
|
2020
Q3 | $664K | Sell |
18,086
-2,698
| -13% | -$99.1K | 0.04% | 131 |
|
|
2020
Q2 | $680K | Buy |
+20,784
| New | +$680K | 0.04% | 125 |
|
|
2019
Q4 | $949K | Sell |
24,221
-1,808
| -7% | -$70.8K | 0.08% | 110 |
|
|
2019
Q3 | $935K | Buy |
+26,029
| New | +$935K | 0.08% | 100 |
|
|
2019
Q2 | – | Sell |
-11,046
| Closed | -$469K | – | 111 |
|
|
2019
Q1 | $469K | Sell |
11,046
-437
| -4% | -$18.6K | 0.05% | 97 |
|
|
2018
Q4 | $501K | Sell |
11,483
-225
| -2% | -$9.82K | 0.05% | 124 |
|
|
2018
Q3 | $516K | Sell |
11,708
-1,067
| -8% | -$47K | 0.05% | 106 |
|
|
2018
Q2 | $463K | Sell |
12,775
-6,048
| -32% | -$219K | 0.05% | 110 |
|
|
2018
Q1 | $668K | Sell |
18,823
-285
| -1% | -$10.1K | 0.07% | 103 |
|
|
2017
Q4 | $692K | Buy |
19,108
+1,332
| +7% | +$48.2K | 0.07% | 93 |
|
|
2017
Q3 | $635K | Sell |
17,776
-1,729
| -9% | -$61.8K | 0.07% | 117 |
|
|
2017
Q2 | $655K | Buy |
19,505
+2,407
| +14% | +$80.8K | 0.07% | 112 |
|
|
2017
Q1 | $585K | Sell |
17,098
-3,154
| -16% | -$108K | 0.07% | 118 |
|
|
2016
Q4 | $658K | Buy |
20,252
+2,124
| +12% | +$69K | 0.08% | 109 |
|
|
2016
Q3 | $614K | Sell |
18,128
-1,160
| -6% | -$39.3K | 0.07% | 104 |
|
|
2016
Q2 | $679K | Buy |
19,288
+6,335
| +49% | +$223K | 0.1% | 86 |
|
|
2016
Q1 | $384K | Sell |
12,953
-9,473
| -42% | -$281K | 0.06% | 93 |
|
|
2015
Q4 | $724K | Buy |
22,426
+3,251
| +17% | +$105K | 0.12% | 90 |
|
|
2015
Q3 | $602K | Buy |
19,175
+7,054
| +58% | +$221K | 0.11% | 95 |
|
|
2015
Q2 | $406K | Sell |
12,121
-298
| -2% | -$9.98K | 0.08% | 121 |
|
|
2015
Q1 | $432K | Buy |
12,419
+96
| +0.8% | +$3.34K | 0.1% | 82 |
|
|
2014
Q4 | $384K | Buy |
12,323
+300
| +2% | +$9.35K | 0.08% | 76 |
|
|
2014
Q3 | $356K | Sell |
12,023
-1,246
| -9% | -$36.9K | 0.08% | 73 |
|
|
2014
Q2 | $394K | Buy |
13,269
+121
| +0.9% | +$3.59K | 0.08% | 75 |
|
|
2014
Q1 | $422K | Sell |
13,148
-77
| -0.6% | -$2.47K | 0.09% | 73 |
|
|
2013
Q4 | $405K | Buy |
+13,225
| New | +$405K | 0.1% | 70 |
|