CA
Crewe Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
13,319
+216
| +2% | +$5.24K | 0.05% | 114 |
|
|
2025
Q1 | $332K | Sell |
13,103
-114
| -0.9% | -$2.89K | 0.05% | 106 |
|
|
2024
Q4 | $351K | Sell |
13,217
-1,253
| -9% | -$33.2K | 0.05% | 106 |
|
|
2024
Q3 | $419K | Sell |
14,470
-186
| -1% | -$5.38K | 0.05% | 93 |
|
|
2024
Q2 | $410K | Sell |
14,656
-94
| -0.6% | -$2.63K | 0.05% | 119 |
|
|
2024
Q1 | $409K | Buy |
+14,750
| New | +$409K | 0.05% | 114 |
|
|
2023
Q3 | – | Sell |
-13,205
| Closed | -$484K | – | 836 |
|
|
2023
Q2 | $484K | Sell |
13,205
-1,172
| -8% | -$43K | 0.07% | 78 |
|
|
2023
Q1 | $587K | Buy |
14,377
+229
| +2% | +$9.34K | 0.09% | 75 |
|
|
2022
Q4 | $725K | Sell |
14,148
-1,367
| -9% | -$70K | 0.12% | 62 |
|
|
2022
Q3 | $679K | Buy |
15,515
+770
| +5% | +$33.7K | 0.12% | 57 |
|
|
2022
Q2 | $773K | Buy |
14,745
+2,053
| +16% | +$108K | 0.17% | 41 |
|
|
2022
Q1 | $657K | Buy |
12,692
+3,688
| +41% | +$191K | 0.13% | 45 |
|
|
2021
Q4 | $532K | Buy |
9,004
+550
| +7% | +$32.5K | 0.11% | 45 |
|
|
2021
Q3 | $364K | Sell |
8,454
-55
| -0.6% | -$2.37K | 0.09% | 44 |
|
|
2021
Q2 | $333K | Sell |
8,509
-1,999
| -19% | -$78.2K | 0.08% | 45 |
|
|
2021
Q1 | $381K | Buy |
10,508
+158
| +2% | +$5.73K | 0.09% | 39 |
|
|
2020
Q4 | $381K | Buy |
10,350
+2,496
| +32% | +$91.9K | 0.15% | 37 |
|
|
2020
Q3 | $288K | Buy |
7,854
+1,624
| +26% | +$59.6K | 0.14% | 36 |
|
|
2020
Q2 | $204K | Hold |
6,230
| – | – | 0.1% | 49 |
|
|
2020
Q1 | $203K | Sell |
6,230
-69
| -1% | -$2.25K | 0.12% | 43 |
|
|
2019
Q4 | $247K | Buy |
6,299
+69
| +1% | +$2.71K | 0.11% | 49 |
|
|
2019
Q3 | $224K | Sell |
6,230
-38
| -0.6% | -$1.37K | 0.1% | 51 |
|
|
2019
Q2 | $272K | Hold |
6,268
| – | – | 0.09% | 69 |
|
|
2019
Q1 | $266K | Buy |
6,268
+38
| +0.6% | +$1.61K | 0.08% | 48 |
|
|
2018
Q4 | $272K | Hold |
6,230
| – | – | 0.09% | 49 |
|
|
2018
Q3 | $275K | Buy |
+6,230
| New | +$275K | 0.23% | 49 |
|