GVAG
Great Valley Advisor Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
83,038
-13,116
| -14% | -$318K | 0.04% | 316 |
|
|
2025
Q1 | $2.44M | Sell |
96,154
-7,612
| -7% | -$193K | 0.05% | 278 |
|
|
2024
Q4 | $2.75M | Sell |
103,766
-15,357
| -13% | -$407K | 0.06% | 271 |
|
|
2024
Q3 | $3.45M | Sell |
119,123
-72,905
| -38% | -$2.11M | 0.08% | 231 |
|
|
2024
Q2 | $5.37M | Buy |
192,028
+10,993
| +6% | +$308K | 0.15% | 146 |
|
|
2024
Q1 | $5.02M | Buy |
181,035
+104,502
| +137% | +$2.9M | 0.15% | 148 |
|
|
2023
Q4 | $2.2M | Sell |
76,533
-50,713
| -40% | -$1.46M | 0.08% | 225 |
|
|
2023
Q3 | $4.22M | Buy |
127,246
+3,578
| +3% | +$119K | 0.17% | 142 |
|
|
2023
Q2 | $4.54M | Buy |
123,668
+4,759
| +4% | +$175K | 0.19% | 133 |
|
|
2023
Q1 | $4.85M | Sell |
118,909
-36,034
| -23% | -$1.47M | 0.23% | 114 |
|
|
2022
Q4 | $7.94M | Buy |
154,943
+7,650
| +5% | +$392K | 0.41% | 58 |
|
|
2022
Q3 | $6.45M | Buy |
147,293
+6,666
| +5% | +$292K | 0.36% | 67 |
|
|
2022
Q2 | $7.37M | Buy |
140,627
+33,354
| +31% | +$1.75M | 0.41% | 56 |
|
|
2022
Q1 | $5.69M | Sell |
107,273
-11,930
| -10% | -$632K | 0.33% | 81 |
|
|
2021
Q4 | $6.85M | Buy |
119,203
+25,328
| +27% | +$1.46M | 0.42% | 60 |
|
|
2021
Q3 | $4.04M | Sell |
93,875
-5,193
| -5% | -$223K | 0.28% | 96 |
|
|
2021
Q2 | $3.84M | Buy |
99,068
+3,317
| +3% | +$129K | 0.28% | 91 |
|
|
2021
Q1 | $3.47M | Buy |
95,751
+19,790
| +26% | +$717K | 0.33% | 70 |
|
|
2020
Q4 | $2.8M | Buy |
75,961
+4,524
| +6% | +$167K | 0.29% | 79 |
|
|
2020
Q3 | $2.62M | Buy |
71,437
+4,696
| +7% | +$172K | 0.32% | 72 |
|
|
2020
Q2 | $2.18M | Buy |
66,741
+18,346
| +38% | +$600K | 0.36% | 74 |
|
|
2020
Q1 | $1.58M | Buy |
48,395
+969
| +2% | +$31.6K | 0.42% | 67 |
|
|
2019
Q4 | $1.86M | Sell |
47,426
-262
| -0.5% | -$10.3K | 0.41% | 73 |
|
|
2019
Q3 | $1.71M | Sell |
47,688
-11,545
| -19% | -$414K | 0.41% | 74 |
|
|
2019
Q2 | $2.57M | Buy |
59,233
+28,956
| +96% | +$1.26M | 0.65% | 42 |
|
|
2019
Q1 | $1.29M | Buy |
30,277
+4,774
| +19% | +$203K | 0.41% | 72 |
|
|
2018
Q4 | $1.17M | Buy |
+25,503
| New | +$1.17M | 0.44% | 60 |
|