Encompass Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $351K | Buy |
|
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|
2024
Q2 | $339K | Buy |
|
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|
2024
Q1 | $322K | Buy |
|
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|
2023
Q4 | $324K | Sell |
|
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|
2023
Q3 | $380K | Sell |
|
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $474K | Buy |
|
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|
2022
Q4 | $593K | Buy |
|
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|
2022
Q3 | $505K | Buy |
|
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $600K | Sell |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $483K | Buy |
|