CWS Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
23,636
-4,535
| -16% | -$110K | 0.17% | 70 |
|
|
2025
Q1 | $714K | Buy |
28,171
+2,539
| +10% | +$64.3K | 0.23% | 54 |
|
|
2024
Q4 | $680K | Sell |
25,632
-1,869
| -7% | -$49.6K | 0.22% | 51 |
|
|
2024
Q3 | $796K | Buy |
27,501
+343
| +1% | +$9.93K | 0.28% | 41 |
|
|
2024
Q2 | $760K | Buy |
27,158
+3,490
| +15% | +$97.6K | 0.3% | 36 |
|
|
2024
Q1 | $657K | Sell |
23,668
-6,300
| -21% | -$175K | 0.27% | 39 |
|
|
2023
Q4 | $863K | Sell |
29,968
-6,301
| -17% | -$181K | 0.32% | 45 |
|
|
2023
Q3 | $1.2M | Buy |
36,269
+152
| +0.4% | +$5.04K | 0.48% | 28 |
|
|
2023
Q2 | $1.32M | Buy |
36,117
+434
| +1% | +$15.9K | 0.5% | 26 |
|
|
2023
Q1 | $1.46M | Sell |
35,683
-9,673
| -21% | -$395K | 0.58% | 24 |
|
|
2022
Q4 | $1.64M | Buy |
45,356
+13,228
| +41% | +$479K | 0.71% | 15 |
|
|
2022
Q3 | $1.41M | Buy |
32,128
+63
| +0.2% | +$2.76K | 0.67% | 22 |
|
|
2022
Q2 | $1.68M | Sell |
32,065
-415
| -1% | -$21.8K | 0.77% | 20 |
|
|
2022
Q1 | $1.68M | Sell |
32,480
-12,234
| -27% | -$633K | 0.63% | 20 |
|
|
2021
Q4 | $2.64M | Buy |
+44,714
| New | +$2.64M | 0.93% | 14 |
|
|
2021
Q2 | $1.8M | Buy |
46,005
+649
| +1% | +$25.4K | 0.72% | 16 |
|
|
2021
Q1 | $1.64M | Buy |
45,356
+1,025
| +2% | +$37.1K | 0.71% | 15 |
|
|
2020
Q4 | $1.63M | Sell |
44,331
-3,149
| -7% | -$116K | 0.95% | 9 |
|
|
2020
Q3 | $1.65M | Buy |
47,480
+1,634
| +4% | +$56.9K | 1.1% | 9 |
|
|
2020
Q2 | $1.42M | Buy |
45,846
+5,333
| +13% | +$165K | 1.03% | 12 |
|
|
2020
Q1 | $1.51M | Hold |
40,513
| – | – | 1.11% | 9 |
|
|
2019
Q4 | $1.51M | Buy |
+40,513
| New | +$1.51M | 1.1% | 10 |
|