Foundations Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
76,044
+1,081
| +1% | +$26.2K | 0.03% | 319 |
|
|
2025
Q1 | $1.9M | Sell |
74,963
-44,035
| -37% | -$1.12M | 0.04% | 301 |
|
|
2024
Q4 | $3.16M | Buy |
118,998
+36,145
| +44% | +$959K | 0.06% | 228 |
|
|
2024
Q3 | $2.4M | Sell |
82,853
-13,316
| -14% | -$385K | 0.05% | 246 |
|
|
2024
Q2 | $2.69M | Buy |
96,169
+1,937
| +2% | +$54.2K | 0.07% | 213 |
|
|
2024
Q1 | $2.61M | Sell |
94,232
-8,603
| -8% | -$239K | 0.07% | 210 |
|
|
2023
Q4 | $2.81M | Sell |
102,835
-114,120
| -53% | -$3.11M | 0.08% | 191 |
|
|
2023
Q3 | $7.2M | Buy |
216,955
+63,138
| +41% | +$2.09M | 0.22% | 86 |
|
|
2023
Q2 | $5.64M | Buy |
153,817
+39,750
| +35% | +$1.46M | 0.19% | 85 |
|
|
2023
Q1 | $4.65M | Buy |
114,067
+41,603
| +57% | +$1.7M | 0.17% | 89 |
|
|
2022
Q4 | $3.71M | Buy |
72,464
+39,719
| +121% | +$2.04M | 0.15% | 77 |
|
|
2022
Q3 | $1.43M | Sell |
32,745
-5,317
| -14% | -$233K | 0.06% | 123 |
|
|
2022
Q2 | $2.01M | Buy |
38,062
+1,837
| +5% | +$96.9K | 0.08% | 97 |
|
|
2022
Q1 | $1.92M | Buy |
36,225
+7,074
| +24% | +$376K | 0.07% | 96 |
|
|
2021
Q4 | $1.65M | Buy |
29,151
+17,366
| +147% | +$984K | 0.06% | 96 |
|
|
2021
Q3 | $499K | Buy |
11,785
+766
| +7% | +$32.4K | 0.02% | 183 |
|
|
2021
Q2 | $436K | Buy |
11,019
+881
| +9% | +$34.9K | 0.02% | 181 |
|
|
2021
Q1 | $364K | Buy |
10,138
+3,508
| +53% | +$126K | 0.02% | 163 |
|
|
2020
Q4 | $246K | Sell |
6,630
-3,450
| -34% | -$128K | 0.02% | 161 |
|
|
2020
Q3 | $348K | Buy |
+10,080
| New | +$348K | 0.08% | 128 |
|