FA
Fiduciary Alliance’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
99,220
+89,635
| +935% | +$2.17M | 0.18% | 125 |
|
|
2025
Q1 | $243K | Sell |
9,585
-218
| -2% | -$5.52K | 0.02% | 346 |
|
|
2024
Q4 | $260K | Buy |
9,803
+1,319
| +16% | +$35K | 0.03% | 308 |
|
|
2024
Q3 | $246K | Buy |
8,484
+1,140
| +16% | +$33K | 0.03% | 222 |
|
|
2024
Q2 | $204K | Buy |
+7,344
| New | +$204K | 0.03% | 202 |
|
|
2023
Q4 | – | Sell |
-6,261
| Closed | -$208K | – | 188 |
|
|
2023
Q3 | $208K | Buy |
6,261
+2,772
| +79% | +$91.9K | 0.05% | 155 |
|
|
2023
Q2 | $128K | Buy |
+3,489
| New | +$128K | 0.03% | 185 |
|
|
2023
Q1 | – | Sell |
-2,034
| Closed | -$104K | – | 645 |
|
|
2022
Q4 | $104K | Buy |
+2,034
| New | +$104K | 0.03% | 160 |
|