Exencial 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 | $1.71M | Sell |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $4.6M | Sell |
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|
2022
Q4 | $6.04M | Buy |
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|
2022
Q3 | $4.71M | Sell |
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|
2022
Q2 | $6.29M | Buy |
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|
2022
Q1 | $6.2M | Buy |
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|
2021
Q4 | $6.82M | Sell |
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|
2021
Q3 | $6.45M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $3.9M | Sell |
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|
2020
Q4 | $4.29M | Sell |
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|
2020
Q3 | $15.5M | Buy |
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|
2020
Q2 | $7.62M | Buy |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.82M | Hold |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.38M | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $1.38M | Buy |
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|
2016
Q3 | $1.2M | Buy |
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|
2016
Q2 | $1.31M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $1.01M | Sell |
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|
2015
Q2 | $1.15M | Sell |
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|
2015
Q1 | $1.23M | Sell |
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|
2014
Q4 | $1.15M | Buy |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.06M | Buy |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $1.09M | Sell |
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|
2013
Q2 | $1.08M | Buy |
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