FVWA
Foster Victor Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
644,591
+46,116
| +8% | +$1.18M | 1.12% | 32 |
|
|
2025
Q1 | $13.1M | Buy |
598,475
+34,440
| +6% | +$755K | 1.05% | 36 |
|
|
2024
Q4 | $14.8M | Buy |
564,035
+112,616
| +25% | +$2.96M | 1.14% | 28 |
|
|
2024
Q3 | $13.6M | Buy |
451,419
+18,162
| +4% | +$548K | 1.09% | 31 |
|
|
2024
Q2 | $12.8M | Buy |
433,257
+21,315
| +5% | +$629K | 1.07% | 37 |
|
|
2024
Q1 | $10.9M | Buy |
411,942
+45,987
| +13% | +$1.21M | 0.99% | 48 |
|
|
2023
Q4 | $10.8M | Buy |
365,955
+70,523
| +24% | +$2.09M | 1.11% | 42 |
|
|
2023
Q3 | $9.79M | Buy |
295,432
+112,675
| +62% | +$3.73M | 1.14% | 40 |
|
|
2023
Q2 | $6.66M | Buy |
182,757
+26,495
| +17% | +$966K | 0.74% | 54 |
|
|
2023
Q1 | $6.39M | Buy |
156,262
+22,398
| +17% | +$916K | 0.77% | 52 |
|
|
2022
Q4 | $6.82M | Buy |
133,864
+9,535
| +8% | +$486K | 0.87% | 51 |
|
|
2022
Q3 | $5.36M | Buy |
124,329
+11,165
| +10% | +$481K | 0.78% | 56 |
|
|
2022
Q2 | $5.97M | Buy |
113,164
+8,239
| +8% | +$435K | 0.89% | 53 |
|
|
2022
Q1 | $5.55M | Buy |
104,925
+13,174
| +14% | +$696K | 0.76% | 54 |
|
|
2021
Q4 | $5.2M | Sell |
91,751
-3,950
| -4% | -$224K | 0.71% | 56 |
|
|
2021
Q3 | $4.12M | Sell |
95,701
-3,313
| -3% | -$142K | 0.66% | 53 |
|
|
2021
Q2 | $3.88M | Buy |
99,014
+9,426
| +11% | +$369K | 0.65% | 53 |
|
|
2021
Q1 | $3.33M | Buy |
89,588
+16,831
| +23% | +$625K | 0.62% | 48 |
|
|
2020
Q4 | $2.68M | Buy |
72,757
+5,961
| +9% | +$219K | 0.61% | 45 |
|
|
2020
Q3 | $2.45M | Buy |
66,796
+4,428
| +7% | +$162K | 0.66% | 45 |
|
|
2020
Q2 | $2.04M | Buy |
62,368
+4,486
| +8% | +$147K | 0.68% | 42 |
|
|
2020
Q1 | $2.06M | Buy |
57,882
+8,591
| +17% | +$306K | 0.9% | 43 |
|
|
2019
Q4 | $1.93M | Buy |
49,291
+10,572
| +27% | +$413K | 0.83% | 42 |
|
|
2019
Q3 | $1.39M | Buy |
38,719
+19,626
| +103% | +$703K | 0.77% | 38 |
|
|
2019
Q2 | $827K | Sell |
19,093
-1,864
| -9% | -$80.7K | 0.61% | 37 |
|
|
2019
Q1 | $890K | Buy |
20,957
+1,015
| +5% | +$43.1K | 0.69% | 24 |
|
|
2018
Q4 | $870K | Buy |
+19,942
| New | +$870K | 0.82% | 14 |
|