FFWA
FRG Family Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
26,949
-2,560
| -9% | -$62.1K | 0.11% | 95 |
|
|
2025
Q1 | $748K | Sell |
29,509
-15,006
| -34% | -$380K | 0.14% | 92 |
|
|
2024
Q4 | $1.18M | Hold |
44,515
| – | – | 0.21% | 70 |
|
|
2024
Q3 | $1.29M | Buy |
44,515
+165
| +0.4% | +$4.78K | 0.23% | 67 |
|
|
2024
Q2 | $1.3M | Sell |
44,350
-6,360
| -13% | -$186K | 0.25% | 63 |
|
|
2024
Q1 | $1.3M | Sell |
50,710
-7,570
| -13% | -$194K | 0.25% | 61 |
|
|
2023
Q4 | $1.68M | Sell |
58,280
-10,822
| -16% | -$312K | 0.34% | 50 |
|
|
2023
Q3 | $2.29M | Sell |
69,102
-685
| -1% | -$22.7K | 0.52% | 41 |
|
|
2023
Q2 | $2.56M | Sell |
69,787
-4,921
| -7% | -$181K | 0.56% | 37 |
|
|
2023
Q1 | $3.05M | Sell |
74,708
-2,305
| -3% | -$94K | 0.7% | 37 |
|
|
2022
Q4 | $3.95M | Sell |
77,013
-3,170
| -4% | -$162K | 0.94% | 32 |
|
|
2022
Q3 | $3.51M | Buy |
80,183
+925
| +1% | +$40.5K | 0.87% | 31 |
|
|
2022
Q2 | $4.16M | Hold |
79,258
| – | – | 0.96% | 30 |
|
|
2022
Q1 | $4.1M | Buy |
79,258
+100
| +0.1% | +$5.18K | 0.8% | 33 |
|
|
2021
Q4 | $4.67M | Sell |
79,158
-200
| -0.3% | -$11.8K | 0.87% | 30 |
|
|
2021
Q3 | $3.41M | Sell |
79,358
-2,402
| -3% | -$103K | 0.67% | 34 |
|
|
2021
Q2 | $3.2M | Sell |
81,760
-1,135
| -1% | -$44.5K | 0.61% | 37 |
|
|
2021
Q1 | $3M | Sell |
82,895
-1,033
| -1% | -$37.4K | 0.61% | 39 |
|
|
2020
Q4 | $3.09M | Sell |
83,928
-480
| -0.6% | -$17.7K | 0.67% | 38 |
|
|
2020
Q3 | $3.1M | Sell |
84,408
-1,970
| -2% | -$72.3K | 0.75% | 37 |
|
|
2020
Q2 | $2.83M | Sell |
86,378
-485
| -0.6% | -$15.9K | 0.75% | 39 |
|
|
2020
Q1 | $2.84M | Sell |
86,863
-5,096
| -6% | -$166K | 0.86% | 34 |
|
|
2019
Q4 | $3.6M | Sell |
91,959
-12,390
| -12% | -$485K | 0.87% | 33 |
|
|
2019
Q3 | $3.75M | Buy |
104,349
+5,910
| +6% | +$212K | 0.97% | 33 |
|
|
2019
Q2 | $4.26M | Buy |
98,439
+1,175
| +1% | +$50.9K | 1.12% | 28 |
|
|
2019
Q1 | $4.13M | Buy |
97,264
+1,340
| +1% | +$56.9K | 1.17% | 26 |
|
|
2018
Q4 | $4.19M | Buy |
95,924
+3,865
| +4% | +$169K | 1.37% | 18 |
|
|
2018
Q3 | $4.06M | Buy |
92,059
+8,390
| +10% | +$370K | 1.11% | 23 |
|
|
2018
Q2 | $3.04M | Buy |
83,669
+6,580
| +9% | +$239K | 0.91% | 31 |
|
|
2018
Q1 | $2.74M | Buy |
77,089
+2,723
| +4% | +$96.6K | 0.91% | 39 |
|
|
2017
Q4 | $2.69M | Buy |
74,366
+674
| +0.9% | +$24.4K | 0.87% | 43 |
|
|
2017
Q3 | $2.63M | Buy |
73,692
+120
| +0.2% | +$4.28K | 0.91% | 39 |
|
|
2017
Q2 | $2.47M | Buy |
73,572
+1,131
| +2% | +$38K | 0.91% | 39 |
|
|
2017
Q1 | $2.49M | Buy |
72,441
+2,800
| +4% | +$96.2K | 0.97% | 36 |
|
|
2016
Q4 | $2.26M | Buy |
69,641
+1,887
| +3% | +$61.3K | 0.95% | 36 |
|
|
2016
Q3 | $2.3M | Buy |
67,754
+980
| +1% | +$33.2K | 1.03% | 32 |
|
|
2016
Q2 | $2.35M | Buy |
66,774
+2,779
| +4% | +$97.8K | 1.06% | 30 |
|
|
2016
Q1 | $1.92M | Buy |
63,995
+575
| +0.9% | +$17.3K | 0.93% | 37 |
|
|
2015
Q4 | $2.05M | Buy |
+63,420
| New | +$2.05M | 1% | 34 |
|