CIA
Compass Ion Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Sell |
21,924
-1,907
| -8% | -$46.2K | 0.06% | 164 |
|
|
2025
Q1 | $604K | Sell |
23,831
-464
| -2% | -$11.8K | 0.07% | 153 |
|
|
2024
Q4 | $645K | Buy |
24,295
+8,677
| +56% | +$230K | 0.08% | 145 |
|
|
2024
Q3 | $452K | Buy |
15,618
+404
| +3% | +$11.7K | 0.06% | 173 |
|
|
2024
Q2 | $422K | Hold |
15,214
| – | – | 0.06% | 155 |
|
|
2024
Q1 | $422K | Sell |
15,214
-357
| -2% | -$9.91K | 0.06% | 156 |
|
|
2023
Q4 | $448K | Sell |
15,571
-681
| -4% | -$19.6K | 0.07% | 152 |
|
|
2023
Q3 | $539K | Buy |
+16,252
| New | +$539K | 0.09% | 135 |
|