EWA
EP Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
276,553
-2,794
| -1% | -$67.7K | 0.04% | 230 |
|
|
2025
Q1 | $7.08M | Sell |
279,347
-29,454
| -10% | -$746K | 0.06% | 186 |
|
|
2024
Q4 | $8.19M | Sell |
308,801
-8,104
| -3% | -$215K | 0.07% | 162 |
|
|
2024
Q3 | $9.17M | Sell |
316,905
-18,336
| -5% | -$531K | 0.08% | 153 |
|
|
2024
Q2 | $9.38M | Sell |
335,241
-821
| -0.2% | -$23K | 0.1% | 123 |
|
|
2024
Q1 | $9.33M | Buy |
336,062
+2,864
| +0.9% | +$79.5K | 0.11% | 115 |
|
|
2023
Q4 | $9.59M | Sell |
333,198
-28,928
| -8% | -$833K | 0.12% | 108 |
|
|
2023
Q3 | $12M | Buy |
362,126
+358,876
| +11,042% | +$11.9M | 0.19% | 92 |
|
|
2023
Q2 | $13M | Sell |
3,250
-286,701
| -99% | -$1.15B | 0.19% | 87 |
|
|
2023
Q1 | $52.9M | Buy |
289,951
+129,337
| +81% | +$23.6M | 0.91% | 23 |
|
|
2022
Q4 | $8.23M | Buy |
160,614
+13,919
| +9% | +$713K | 0.15% | 97 |
|
|
2022
Q3 | $6.42M | Buy |
146,695
+38,973
| +36% | +$1.71M | 0.15% | 102 |
|
|
2022
Q2 | $5.65M | Buy |
107,722
+11,621
| +12% | +$609K | 0.13% | 99 |
|
|
2022
Q1 | $4.98M | Sell |
96,101
-3,940
| -4% | -$204K | 0.11% | 111 |
|
|
2021
Q4 | $5.91M | Buy |
100,041
+3,639
| +4% | +$215K | 0.14% | 92 |
|
|
2021
Q3 | $4.15M | Sell |
96,402
-2,817
| -3% | -$121K | 0.11% | 103 |
|
|
2021
Q2 | $3.89M | Buy |
99,219
+464
| +0.5% | +$18.2K | 0.11% | 122 |
|
|
2021
Q1 | $3.58M | Buy |
98,755
+2,502
| +3% | +$90.7K | 0.11% | 123 |
|
|
2020
Q4 | $3.54M | Buy |
96,253
+7,171
| +8% | +$264K | 0.12% | 96 |
|
|
2020
Q3 | $3.27M | Buy |
89,082
+3,617
| +4% | +$133K | 0.14% | 82 |
|
|
2020
Q2 | $2.8M | Sell |
85,465
-13,057
| -13% | -$427K | 0.12% | 97 |
|
|
2020
Q1 | $3.22M | Sell |
98,522
-11,608
| -11% | -$379K | 0.16% | 96 |
|
|
2019
Q4 | $4.32M | Buy |
110,130
+22,340
| +25% | +$875K | 0.18% | 89 |
|
|
2019
Q3 | $3.15M | Sell |
87,790
-370
| -0.4% | -$13.3K | 0.16% | 83 |
|
|
2019
Q2 | $3.82M | Buy |
88,160
+19,280
| +28% | +$835K | 0.24% | 56 |
|
|
2019
Q1 | $2.93M | Buy |
68,880
+4,782
| +7% | +$203K | 0.28% | 60 |
|
|
2018
Q4 | $2.8M | Buy |
64,098
+7,056
| +12% | +$308K | 0.22% | 65 |
|
|
2018
Q3 | $2.51M | Buy |
57,042
+31,976
| +128% | +$1.41M | 0.2% | 64 |
|
|
2018
Q2 | $909K | Buy |
25,066
+1,815
| +8% | +$65.8K | 0.09% | 92 |
|
|
2018
Q1 | $825K | Buy |
23,251
+7,887
| +51% | +$280K | 0.08% | 105 |
|
|
2017
Q4 | $556K | Buy |
15,364
+46
| +0.3% | +$1.67K | 0.06% | 105 |
|
|
2017
Q3 | $547K | Buy |
15,318
+240
| +2% | +$8.57K | 0.06% | 103 |
|
|
2017
Q2 | $506K | Sell |
15,078
-906
| -6% | -$30.4K | 0.06% | 106 |
|
|
2017
Q1 | $547K | Sell |
15,984
-4,295
| -21% | -$147K | 0.08% | 82 |
|
|
2016
Q4 | $618K | Sell |
20,279
-441
| -2% | -$13.4K | 0.09% | 76 |
|
|
2016
Q3 | $702K | Buy |
20,720
+4,696
| +29% | +$159K | 0.11% | 62 |
|
|
2016
Q2 | $564K | Sell |
16,024
-760
| -5% | -$26.8K | 0.09% | 75 |
|
|
2016
Q1 | $497K | Sell |
16,784
-2,353
| -12% | -$69.7K | 0.08% | 78 |
|
|
2015
Q4 | $618K | Buy |
19,137
+103
| +0.5% | +$3.33K | 0.1% | 82 |
|
|
2015
Q3 | $598K | Buy |
19,034
+389
| +2% | +$12.2K | 0.11% | 73 |
|
|
2015
Q2 | $625K | Sell |
18,645
-24
| -0.1% | -$805 | 0.12% | 63 |
|
|
2015
Q1 | $649K | Sell |
18,669
-2,688
| -13% | -$93.5K | 0.12% | 61 |
|
|
2014
Q4 | $665K | Sell |
21,357
-1,565
| -7% | -$48.7K | 0.11% | 74 |
|
|
2014
Q3 | $678K | Sell |
22,922
-1,982
| -8% | -$58.6K | 0.11% | 58 |
|
|
2014
Q2 | $739K | Sell |
24,904
-3,985
| -14% | -$118K | 0.17% | 51 |
|
|
2014
Q1 | $928K | Buy |
28,889
+2,229
| +8% | +$71.6K | 0.25% | 43 |
|
|
2013
Q4 | $817K | Buy |
26,660
+3,732
| +16% | +$114K | 0.21% | 51 |
|
|
2013
Q3 | $659K | Buy |
22,928
+2,692
| +13% | +$77.4K | 0.21% | 51 |
|
|
2013
Q2 | $567K | Buy |
+20,236
| New | +$567K | 0.2% | 46 |
|