HNWAG
High Net Worth Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
10,066
-1,810
| -15% | -$43.9K | 0.06% | 200 |
|
|
2025
Q1 | $301K | Sell |
11,876
-1,200
| -9% | -$30.4K | 0.08% | 164 |
|
|
2024
Q4 | $347K | Sell |
13,076
-21,886
| -63% | -$581K | 0.1% | 158 |
|
|
2024
Q3 | $1.01M | Buy |
34,962
+16,316
| +88% | +$472K | 0.28% | 80 |
|
|
2024
Q2 | $522K | Sell |
18,646
-6,355
| -25% | -$178K | 0.16% | 113 |
|
|
2024
Q1 | $694K | Buy |
25,001
+600
| +2% | +$16.7K | 0.22% | 97 |
|
|
2023
Q4 | $703K | Sell |
24,401
-14,239
| -37% | -$410K | 0.26% | 88 |
|
|
2023
Q3 | $1.28M | Sell |
38,640
-1,625
| -4% | -$53.9K | 0.51% | 51 |
|
|
2023
Q2 | $1.48M | Buy |
40,265
+2,575
| +7% | +$94.5K | 0.57% | 47 |
|
|
2023
Q1 | $1.54M | Sell |
37,690
-3,101
| -8% | -$127K | 0.63% | 45 |
|
|
2022
Q4 | $2.09M | Sell |
40,791
-1,527
| -4% | -$78.2K | 0.81% | 24 |
|
|
2022
Q3 | $1.85M | Sell |
42,318
-300
| -0.7% | -$13.1K | 0.79% | 27 |
|
|
2022
Q2 | $2.23M | Buy |
42,618
+1,969
| +5% | +$103K | 0.93% | 22 |
|
|
2022
Q1 | $2.1M | Buy |
40,649
+2,112
| +5% | +$109K | 0.76% | 32 |
|
|
2021
Q4 | $2.28M | Buy |
+38,537
| New | +$2.28M | 0.79% | 32 |
|