CA
Claro Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
50,107
-7,957
| -14% | -$193K | 0.2% | 99 |
|
|
2025
Q1 | $1.47M | Buy |
58,064
+6,651
| +13% | +$169K | 0.2% | 96 |
|
|
2024
Q4 | $1.36M | Buy |
51,413
+9,651
| +23% | +$256K | 0.18% | 100 |
|
|
2024
Q3 | $1.21M | Buy |
41,762
+879
| +2% | +$25.4K | 0.16% | 122 |
|
|
2024
Q2 | $1.14M | Buy |
40,883
+1,355
| +3% | +$37.9K | 0.18% | 112 |
|
|
2024
Q1 | $1.1M | Buy |
39,528
+456
| +1% | +$12.7K | 0.19% | 116 |
|
|
2023
Q4 | $1.12M | Sell |
39,072
-14,704
| -27% | -$423K | 0.24% | 88 |
|
|
2023
Q3 | $1.78M | Sell |
53,776
-4,982
| -8% | -$165K | 0.45% | 45 |
|
|
2023
Q2 | $2.16M | Sell |
58,758
-976
| -2% | -$35.8K | 0.54% | 36 |
|
|
2023
Q1 | $2.44M | Buy |
59,734
+1,713
| +3% | +$69.9K | 0.72% | 27 |
|
|
2022
Q4 | $2.97M | Buy |
58,021
+3,806
| +7% | +$195K | 0.97% | 19 |
|
|
2022
Q3 | $2.84M | Hold |
54,215
| – | – | 1.13% | 16 |
|
|
2022
Q2 | $2.84M | Buy |
54,215
+97
| +0.2% | +$5.09K | 1.13% | 16 |
|
|
2022
Q1 | $3.2M | Hold |
54,118
| – | – | 1.15% | 15 |
|
|
2021
Q4 | $3.2M | Buy |
54,118
+382
| +0.7% | +$22.6K | 1.15% | 15 |
|
|
2021
Q3 | $2.31M | Buy |
53,736
+594
| +1% | +$25.5K | 0.97% | 18 |
|
|
2021
Q2 | $2.08M | Sell |
53,142
-568
| -1% | -$22.2K | 0.94% | 21 |
|
|
2021
Q1 | $1.95M | Buy |
53,710
+677
| +1% | +$24.5K | 0.99% | 21 |
|
|
2020
Q4 | $1.95M | Sell |
53,033
-6,278
| -11% | -$231K | 1.04% | 17 |
|
|
2020
Q3 | $2.18M | Buy |
59,311
+808
| +1% | +$29.7K | 1.38% | 11 |
|
|
2020
Q2 | $1.91M | Buy |
58,503
+626
| +1% | +$20.5K | 1.32% | 13 |
|
|
2020
Q1 | $1.89M | Buy |
57,877
+1,004
| +2% | +$32.8K | 1.76% | 11 |
|
|
2019
Q4 | $2.23M | Sell |
56,873
-18
| -0% | -$705 | 1.72% | 10 |
|
|
2019
Q3 | $2.04M | Sell |
56,891
-113
| -0.2% | -$4.06K | 1.81% | 8 |
|
|
2019
Q2 | $2.47M | Buy |
57,004
+784
| +1% | +$34K | 2.28% | 6 |
|
|
2019
Q1 | $2.39M | Buy |
56,220
+6,696
| +14% | +$284K | 2.36% | 6 |
|
|
2018
Q4 | $2.18M | Buy |
+49,524
| New | +$2.18M | 1.75% | 6 |
|