COWA LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Buy |
10,957
+1,229
| +13% | +$29.8K | 0.1% | 112 |
|
2025
Q1 | $247K | Buy |
9,728
+1,200
| +14% | +$30.4K | 0.11% | 118 |
|
2024
Q4 | $226K | Buy |
8,528
+1,500
| +21% | +$39.8K | 0.1% | 115 |
|
2024
Q3 | $203K | Sell |
7,028
-1,250
| -15% | -$36.2K | 0.1% | 125 |
|
2024
Q2 | $232K | Buy |
+8,278
| New | +$232K | 0.12% | 114 |
|
2023
Q1 | – | Sell |
-4,480
| Closed | -$287K | – | 127 |
|
2022
Q4 | $287K | Sell |
4,480
-520
| -10% | -$33.3K | 0.18% | 99 |
|
2022
Q3 | $219K | Sell |
5,000
-246
| -5% | -$10.8K | 0.14% | 105 |
|
2022
Q2 | $275K | Buy |
5,246
+4
| +0.1% | +$210 | 0.16% | 100 |
|
2022
Q1 | $271K | Sell |
5,242
-745
| -12% | -$38.5K | 0.13% | 106 |
|
2021
Q4 | $354K | Buy |
5,987
+3
| +0.1% | +$177 | 0.18% | 88 |
|
2021
Q3 | $257K | Sell |
5,984
-496
| -8% | -$21.3K | 0.15% | 110 |
|
2021
Q2 | $257K | Hold |
6,480
| – | – | 0.16% | 100 |
|
2021
Q1 | $238K | Sell |
6,480
-2,486
| -28% | -$91.3K | 0.14% | 106 |
|
2020
Q4 | $331K | Buy |
+8,966
| New | +$331K | 0.25% | 77 |
|