HWA
HHM Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
8,986
+332
| +4% | +$8.05K | 0.03% | 191 |
|
|
2025
Q1 | $219K | Sell |
8,654
-693
| -7% | -$17.6K | 0.03% | 175 |
|
|
2024
Q4 | $248K | Buy |
9,347
+3,184
| +52% | +$84.5K | 0.03% | 164 |
|
|
2024
Q3 | $178K | Sell |
6,163
-148
| -2% | -$4.28K | 0.03% | 187 |
|
|
2024
Q2 | $177K | Buy |
6,311
+538
| +9% | +$15.1K | 0.03% | 189 |
|
|
2024
Q1 | $160K | Sell |
5,773
-935
| -14% | -$25.9K | 0.03% | 168 |
|
|
2023
Q4 | $193K | Buy |
6,708
+47
| +0.7% | +$1.35K | 0.03% | 144 |
|
|
2023
Q3 | $221K | Buy |
6,661
+461
| +7% | +$15.3K | 0.04% | 120 |
|
|
2023
Q2 | $227K | Hold |
6,200
| – | – | 0.04% | 129 |
|
|
2023
Q1 | $253K | Buy |
6,200
+73
| +1% | +$2.98K | 0.05% | 113 |
|
|
2022
Q4 | $314K | Sell |
6,127
-128
| -2% | -$6.56K | 0.07% | 91 |
|
|
2022
Q3 | $274K | Sell |
6,255
-430
| -6% | -$18.8K | 0.07% | 86 |
|
|
2022
Q2 | $350K | Buy |
6,685
+203
| +3% | +$10.6K | 0.09% | 80 |
|
|
2022
Q1 | $336K | Buy |
6,482
+2,400
| +59% | +$124K | 0.08% | 100 |
|
|
2021
Q4 | $241K | Sell |
4,082
-4
| -0.1% | -$236 | 0.06% | 123 |
|
|
2021
Q3 | $176K | Sell |
4,086
-7
| -0.2% | -$302 | 0.05% | 139 |
|
|
2021
Q2 | $160K | Hold |
4,093
| – | – | 0.04% | 158 |
|
|
2021
Q1 | $148K | Hold |
4,093
| – | – | 0.05% | 148 |
|
|
2020
Q4 | $151K | Buy |
4,093
+500
| +14% | +$18.4K | 0.05% | 125 |
|
|
2020
Q3 | $132K | Buy |
3,593
+247
| +7% | +$9.07K | 0.05% | 122 |
|
|
2020
Q2 | $109K | Sell |
3,346
-435
| -12% | -$14.2K | 0.05% | 130 |
|
|
2020
Q1 | $123K | Buy |
+3,781
| New | +$123K | 0.06% | 104 |
|