CIA
Concurrent Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
200,775
+20,663
| +11% | +$501K | 0.09% | 228 |
|
|
2025
Q1 | $4.56M | Buy |
180,112
+29,322
| +19% | +$743K | 0.11% | 202 |
|
|
2024
Q4 | $4M | Buy |
150,790
+27
| +0% | +$716 | 0.11% | 193 |
|
|
2024
Q3 | $4.36M | Sell |
150,763
-5,061
| -3% | -$146K | 0.13% | 165 |
|
|
2024
Q2 | $4.36M | Buy |
155,824
+67,249
| +76% | +$1.88M | 0.14% | 153 |
|
|
2024
Q1 | $2.46M | Sell |
88,575
-34,275
| -28% | -$951K | 0.1% | 208 |
|
|
2023
Q4 | $3.54M | Buy |
+122,850
| New | +$3.54M | 0.17% | 145 |
|