Clearwater Capital 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 |
-10,238
| Closed | -$272K | – | 173 |
|
|
2024
Q4 | $272K | Sell |
10,238
-110
| -1% | -$2.92K | 0.03% | 145 |
|
|
2024
Q3 | $299K | Buy |
+10,348
| New | +$299K | 0.03% | 137 |
|
|
2022
Q3 | – | Sell |
-4,269
| Closed | -$224K | – | 159 |
|
|
2022
Q2 | $224K | Sell |
4,269
-1
| -0% | -$52 | 0.03% | 134 |
|
|
2022
Q1 | $221K | Hold |
4,270
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $252K | Buy |
+4,270
| New | +$252K | 0.03% | 147 |
|
|
2019
Q2 | – | Sell |
-6,089
| Closed | -$245K | – | 188 |
|
|
2019
Q1 | $245K | Buy |
6,089
+269
| +5% | +$10.8K | 0.05% | 177 |
|
|
2018
Q4 | $241K | Buy |
5,820
+243
| +4% | +$10.1K | 0.05% | 179 |
|
|
2018
Q3 | $233K | Buy |
+5,577
| New | +$233K | 0.05% | 177 |
|
|
2018
Q2 | – | Sell |
-4,631
| Closed | -$156K | – | 453 |
|
|
2018
Q1 | $156K | Buy |
+4,631
| New | +$156K | 0.03% | 193 |
|
|
2017
Q1 | – | Sell |
-7,104
| Closed | -$222K | – | 161 |
|
|
2016
Q4 | $222K | Buy |
+7,104
| New | +$222K | 0.08% | 138 |
|