EWA
EverSource Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
21,235
-6,760
| -24% | -$164K | 0.02% | 442 |
|
|
2025
Q1 | $709K | Sell |
27,995
-7,440
| -21% | -$189K | 0.04% | 312 |
|
|
2024
Q4 | $940K | Buy |
35,435
+500
| +1% | +$13.3K | 0.05% | 251 |
|
|
2024
Q3 | $1.01M | Buy |
34,935
+308
| +0.9% | +$8.91K | 0.06% | 218 |
|
|
2024
Q2 | $1.06M | Buy |
34,627
+8,681
| +33% | +$265K | 0.07% | 206 |
|
|
2024
Q1 | $665K | Buy |
25,946
+7,331
| +39% | +$188K | 0.05% | 233 |
|
|
2023
Q4 | $536K | Sell |
18,615
-1,931
| -9% | -$55.6K | 0.05% | 238 |
|
|
2023
Q3 | $682K | Sell |
20,546
-3,006
| -13% | -$99.7K | 0.07% | 192 |
|
|
2023
Q2 | $864K | Sell |
23,552
-763
| -3% | -$28K | 0.1% | 171 |
|
|
2023
Q1 | $992K | Sell |
24,315
-1,034
| -4% | -$42.2K | 0.12% | 143 |
|
|
2022
Q4 | $1.3M | Buy |
25,349
+3,343
| +15% | +$171K | 0.2% | 97 |
|
|
2022
Q3 | $962K | Buy |
22,006
+12,061
| +121% | +$527K | 0.22% | 83 |
|
|
2022
Q2 | $521K | Sell |
9,945
-134
| -1% | -$7.02K | 0.13% | 140 |
|
|
2022
Q1 | $522K | Buy |
10,079
+1,494
| +17% | +$77.4K | 0.13% | 141 |
|
|
2021
Q4 | $507K | Buy |
+8,585
| New | +$507K | 0.14% | 116 |
|