CLA (CliftonLarsonAllen) Wealth Advisors’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 | $351K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $844K | Sell |
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|
2021
Q3 | $662K | Buy |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $664K | Sell |
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|
2020
Q2 | $680K | Buy |
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|
2019
Q4 | $949K | Sell |
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|
2019
Q3 | $935K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $469K | Sell |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $668K | Sell |
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|
2017
Q4 | $692K | Buy |
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|
2017
Q3 | $635K | Sell |
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|
2017
Q2 | $655K | Buy |
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|
2017
Q1 | $585K | Sell |
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|
2016
Q4 | $658K | Buy |
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|
2016
Q3 | $614K | Sell |
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|
2016
Q2 | $679K | Buy |
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|
2016
Q1 | $384K | Sell |
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|
2015
Q4 | $724K | Buy |
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|
2015
Q3 | $602K | Buy |
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|
2015
Q2 | $406K | Sell |
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|
2015
Q1 | $432K | Buy |
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|
2014
Q4 | $384K | Buy |
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|
2014
Q3 | $356K | Sell |
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|
2014
Q2 | $394K | Buy |
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|
2014
Q1 | $422K | Sell |
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|
2013
Q4 | $405K | Buy |
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