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Concord Asset Management (Virginia)’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
44,521
-3,711
-8% -$90K 0.16% 126
2025
Q1
$1.08M Buy
48,232
+35,021
+265% +$784K 0.24% 88
2024
Q4
$350K Buy
+13,211
New +$350K 0.08% 114
2023
Q1
Sell
-5,101
Closed -$261K 113
2022
Q4
$261K Buy
+5,101
New +$261K 0.18% 44