IWA
Icon Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
34,982
+18,975
| +119% | +$460K | 0.06% | 187 |
|
|
2025
Q1 | $406K | Buy |
16,007
+651
| +4% | +$16.5K | 0.03% | 242 |
|
|
2024
Q4 | $407K | Sell |
15,356
-2,835
| -16% | -$75.2K | 0.03% | 246 |
|
|
2024
Q3 | $526K | Sell |
18,191
-15
| -0.1% | -$434 | 0.04% | 205 |
|
|
2024
Q2 | $556K | Sell |
18,206
-141
| -0.8% | -$4.31K | 0.05% | 196 |
|
|
2024
Q1 | $509K | Buy |
18,347
+1,715
| +10% | +$47.6K | 0.05% | 206 |
|
|
2023
Q4 | $479K | Buy |
+16,632
| New | +$479K | 0.05% | 200 |
|
|
2022
Q4 | $983K | Buy |
19,192
+798
| +4% | +$40.9K | 0.11% | 134 |
|
|
2022
Q3 | $805K | Buy |
+18,394
| New | +$805K | 0.1% | 151 |
|