FOA
Five Oceans Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Sell |
8,346
-537
| -6% | -$13K | 0.09% | 181 |
|
2025
Q1 | $225K | Buy |
+8,883
| New | +$225K | 0.11% | 148 |
|
2024
Q4 | – | Sell |
-10,097
| Closed | -$292K | – | 195 |
|
2024
Q3 | $292K | Buy |
10,097
+2,665
| +36% | +$77.1K | 0.14% | 124 |
|
2024
Q2 | $208K | Sell |
7,432
-3,772
| -34% | -$106K | 0.11% | 160 |
|
2024
Q1 | $311K | Buy |
11,204
+676
| +6% | +$18.8K | 0.16% | 115 |
|
2023
Q4 | $303K | Sell |
10,528
-714
| -6% | -$20.6K | 0.17% | 105 |
|
2023
Q3 | $373K | Sell |
11,242
-142
| -1% | -$4.71K | 0.24% | 85 |
|
2023
Q2 | $418K | Buy |
11,384
+1,367
| +14% | +$50.1K | 0.27% | 77 |
|
2023
Q1 | $409K | Buy |
10,017
+2,483
| +33% | +$101K | 0.26% | 84 |
|
2022
Q4 | $386K | Buy |
7,534
+169
| +2% | +$8.66K | 0.27% | 85 |
|
2022
Q3 | $322K | Sell |
7,365
-252
| -3% | -$11K | 0.25% | 84 |
|
2022
Q2 | $399K | Buy |
7,617
+341
| +5% | +$17.9K | 0.3% | 69 |
|
2022
Q1 | $377K | Sell |
7,276
-169
| -2% | -$8.76K | 0.34% | 62 |
|
2021
Q4 | $440K | Buy |
7,445
+231
| +3% | +$13.7K | 0.39% | 53 |
|
2021
Q3 | $310K | Buy |
+7,214
| New | +$310K | 0.36% | 65 |
|