FMWA
Forvis Mazars Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
48,918
-3,571
| -7% | -$86.6K | 0.03% | 192 |
|
|
2025
Q1 | $1.33M | Buy |
52,489
+1,996
| +4% | +$50.6K | 0.03% | 183 |
|
|
2024
Q4 | $1.34M | Sell |
50,493
-13,185
| -21% | -$350K | 0.03% | 192 |
|
|
2024
Q3 | $1.84M | Sell |
63,678
-15,975
| -20% | -$462K | 0.04% | 172 |
|
|
2024
Q2 | $2.23M | Sell |
79,653
-18,974
| -19% | -$531K | 0.06% | 150 |
|
|
2024
Q1 | $2.74M | Sell |
98,627
-53,037
| -35% | -$1.47M | 0.07% | 133 |
|
|
2023
Q4 | $4.37M | Sell |
151,664
-12,112
| -7% | -$349K | 0.12% | 92 |
|
|
2023
Q3 | $5.43M | Sell |
163,776
-31,296
| -16% | -$1.04M | 0.16% | 78 |
|
|
2023
Q2 | $7.16M | Buy |
195,072
+41,661
| +27% | +$1.53M | 0.21% | 74 |
|
|
2023
Q1 | $6.26M | Buy |
153,411
+2,526
| +2% | +$103K | 0.2% | 72 |
|
|
2022
Q4 | $7.73M | Sell |
150,885
-1,054
| -0.7% | -$54K | 0.27% | 63 |
|
|
2022
Q3 | $6.65M | Buy |
151,939
+2,952
| +2% | +$129K | 0.27% | 59 |
|
|
2022
Q2 | $7.81M | Buy |
148,987
+20,663
| +16% | +$1.08M | 0.32% | 50 |
|
|
2022
Q1 | $6.64M | Buy |
128,324
+7,599
| +6% | +$393K | 0.28% | 44 |
|
|
2021
Q4 | $7.13M | Sell |
120,725
-1,452
| -1% | -$85.7K | 0.3% | 40 |
|
|
2021
Q3 | $5.26M | Sell |
122,177
-7,441
| -6% | -$320K | 0.24% | 46 |
|
|
2021
Q2 | $5.08M | Sell |
129,618
-7,389
| -5% | -$289K | 0.24% | 47 |
|
|
2021
Q1 | $4.96M | Sell |
137,007
-7,127
| -5% | -$258K | 0.25% | 44 |
|
|
2020
Q4 | $5.31M | Buy |
144,134
+4,782
| +3% | +$176K | 0.27% | 46 |
|
|
2020
Q3 | $5.11M | Buy |
139,352
+4,184
| +3% | +$154K | 0.3% | 46 |
|
|
2020
Q2 | $4.42M | Buy |
135,168
+4,680
| +4% | +$153K | 0.29% | 46 |
|
|
2020
Q1 | $4.26M | Buy |
130,488
+30,107
| +30% | +$983K | 0.35% | 40 |
|
|
2019
Q4 | $3.93M | Buy |
100,381
+9,121
| +10% | +$357K | 0.28% | 47 |
|
|
2019
Q3 | $3.28M | Buy |
91,260
+1,215
| +1% | +$43.7K | 0.26% | 49 |
|
|
2019
Q2 | $3.9M | Sell |
90,045
-12,198
| -12% | -$528K | 0.32% | 39 |
|
|
2019
Q1 | $4.34M | Sell |
102,243
-2,072
| -2% | -$88K | 0.36% | 38 |
|
|
2018
Q4 | $4.55M | Buy |
104,315
+2,561
| +3% | +$112K | 0.47% | 27 |
|
|
2018
Q3 | $4.48M | Sell |
101,754
-295
| -0.3% | -$13K | 0.39% | 33 |
|
|
2018
Q2 | $3.7M | Buy |
102,049
+316
| +0.3% | +$11.5K | 0.36% | 39 |
|
|
2018
Q1 | $3.61M | Sell |
101,733
-1,931
| -2% | -$68.5K | 0.36% | 37 |
|
|
2017
Q4 | $3.76M | Buy |
103,664
+3,451
| +3% | +$125K | 0.38% | 34 |
|
|
2017
Q3 | $3.58M | Buy |
100,213
+3,157
| +3% | +$113K | 0.39% | 31 |
|
|
2017
Q2 | $3.26M | Sell |
97,056
-1,030
| -1% | -$34.6K | 0.37% | 37 |
|
|
2017
Q1 | $3.36M | Buy |
98,086
+8,772
| +10% | +$300K | 0.41% | 33 |
|
|
2016
Q4 | $2.9M | Buy |
89,314
+7,834
| +10% | +$254K | 0.38% | 39 |
|
|
2016
Q3 | $2.76M | Buy |
81,480
+1,786
| +2% | +$60.5K | 0.38% | 39 |
|
|
2016
Q2 | $2.81M | Buy |
79,694
+17
| +0% | +$599 | 0.42% | 36 |
|
|
2016
Q1 | $2.36M | Buy |
79,677
+3,239
| +4% | +$96K | 0.38% | 40 |
|
|
2015
Q4 | $2.47M | Buy |
76,438
+660
| +0.9% | +$21.3K | 0.37% | 35 |
|
|
2015
Q3 | $2.38M | Sell |
75,778
-5,080
| -6% | -$160K | 0.42% | 32 |
|
|
2015
Q2 | $2.71M | Sell |
80,858
-6,483
| -7% | -$217K | 0.41% | 34 |
|
|
2015
Q1 | $3.04M | Sell |
87,341
-152
| -0.2% | -$5.29K | 0.44% | 33 |
|
|
2014
Q4 | $2.73M | Buy |
87,493
+2,801
| +3% | +$87.2K | 0.45% | 35 |
|
|
2014
Q3 | $2.5M | Buy |
84,692
+209
| +0.2% | +$6.18K | 0.43% | 35 |
|
|
2014
Q2 | $2.51M | Sell |
84,483
-7,034
| -8% | -$209K | 0.43% | 38 |
|
|
2014
Q1 | $2.93M | Buy |
91,517
+4,833
| +6% | +$155K | 0.52% | 28 |
|
|
2013
Q4 | $2.66M | Sell |
86,684
-3,587
| -4% | -$110K | 0.49% | 34 |
|
|
2013
Q3 | $2.59M | Buy |
90,271
+2,081
| +2% | +$59.8K | 0.53% | 34 |
|
|
2013
Q2 | $2.47M | Buy |
+88,190
| New | +$2.47M | 1.96% | 13 |
|