EWA
Encompass Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
14,853
+1,094
| +8% | +$26.5K | 0.13% | 79 |
|
|
2025
Q1 | $349K | Buy |
13,759
+73
| +0.5% | +$1.85K | 0.14% | 74 |
|
|
2024
Q4 | $363K | Buy |
13,686
+1,560
| +13% | +$41.4K | 0.15% | 75 |
|
|
2024
Q3 | $351K | Buy |
12,126
+16
| +0.1% | +$463 | 0.09% | 179 |
|
|
2024
Q2 | $339K | Buy |
12,110
+506
| +4% | +$14.2K | 0.09% | 174 |
|
|
2024
Q1 | $322K | Buy |
11,604
+346
| +3% | +$9.6K | 0.09% | 188 |
|
|
2023
Q4 | $324K | Sell |
11,258
-190
| -2% | -$5.47K | 0.1% | 162 |
|
|
2023
Q3 | $380K | Sell |
11,448
-488
| -4% | -$16.2K | 0.13% | 140 |
|
|
2023
Q2 | $438K | Buy |
11,936
+328
| +3% | +$12K | 0.14% | 129 |
|
|
2023
Q1 | $474K | Buy |
11,608
+35
| +0.3% | +$1.43K | 0.16% | 115 |
|
|
2022
Q4 | $593K | Buy |
11,573
+22
| +0.2% | +$1.13K | 0.22% | 88 |
|
|
2022
Q3 | $505K | Buy |
11,551
+509
| +5% | +$22.3K | 0.19% | 98 |
|
|
2022
Q2 | $579K | Sell |
11,042
-543
| -5% | -$28.5K | 0.2% | 92 |
|
|
2022
Q1 | $600K | Sell |
11,585
-10
| -0.1% | -$518 | 0.15% | 113 |
|
|
2021
Q4 | $685K | Sell |
11,595
-19
| -0.2% | -$1.12K | 0.17% | 102 |
|
|
2021
Q3 | $499K | Sell |
11,614
-1,634
| -12% | -$70.2K | 0.13% | 124 |
|
|
2021
Q2 | $518K | Sell |
13,248
-2,010
| -13% | -$78.6K | 0.13% | 131 |
|
|
2021
Q1 | $609K | Buy |
15,258
+2,136
| +16% | +$85.3K | 0.16% | 117 |
|
|
2020
Q4 | $483K | Buy |
+13,122
| New | +$483K | 0.28% | 65 |
|