IAA
Independent Advisor Alliance’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
230,680
-33,256
| -13% | -$806K | 0.16% | 106 |
|
|
2025
Q1 | $6.69M | Buy |
263,936
+16,131
| +7% | +$409K | 0.22% | 78 |
|
|
2024
Q4 | $6.57M | Buy |
247,805
+13,350
| +6% | +$354K | 0.09% | 220 |
|
|
2024
Q3 | $6.79M | Buy |
234,455
+23,772
| +11% | +$688K | 0.25% | 78 |
|
|
2024
Q2 | $5.89M | Buy |
210,683
+9,715
| +5% | +$272K | 0.2% | 89 |
|
|
2024
Q1 | $5.58M | Buy |
200,968
+34,761
| +21% | +$965K | 0.2% | 95 |
|
|
2023
Q4 | $4.79M | Sell |
166,207
-8,607
| -5% | -$248K | 0.17% | 102 |
|
|
2023
Q3 | $5.8M | Sell |
174,814
-7,722
| -4% | -$256K | 0.26% | 71 |
|
|
2023
Q2 | $6.7M | Sell |
182,536
-36,426
| -17% | -$1.34M | 0.3% | 66 |
|
|
2023
Q1 | $8.93M | Sell |
218,962
-18,095
| -8% | -$738K | 0.43% | 51 |
|
|
2022
Q4 | $298K | Sell |
237,057
-3,782
| -2% | -$4.75K | 0.1% | 114 |
|
|
2022
Q3 | $10.5M | Buy |
240,839
+1,419
| +0.6% | +$62.1K | 0.61% | 37 |
|
|
2022
Q2 | $12.6M | Buy |
239,420
+1,464
| +0.6% | +$76.8K | 0.7% | 33 |
|
|
2022
Q1 | $12.3M | Buy |
237,956
+17,305
| +8% | +$896K | 0.59% | 37 |
|
|
2021
Q4 | $13M | Sell |
220,651
-467
| -0.2% | -$27.6K | 0.64% | 35 |
|
|
2021
Q3 | $9.51M | Buy |
221,118
+4,538
| +2% | +$195K | 0.53% | 46 |
|
|
2021
Q2 | $8.48M | Buy |
216,580
+8,413
| +4% | +$329K | 0.46% | 56 |
|
|
2021
Q1 | $7.54M | Sell |
208,167
-4,173
| -2% | -$151K | 0.45% | 63 |
|
|
2020
Q4 | $7.82M | Sell |
212,340
-92,370
| -30% | -$3.4M | 0.53% | 44 |
|
|
2020
Q3 | $11.2M | Buy |
304,710
+196,174
| +181% | +$7.2M | 0.85% | 26 |
|
|
2020
Q2 | $3.55M | Sell |
108,536
-529
| -0.5% | -$17.3K | 0.38% | 52 |
|
|
2020
Q1 | $3.56M | Buy |
109,065
+12,246
| +13% | +$400K | 0.52% | 43 |
|
|
2019
Q4 | $3.79M | Buy |
96,819
+3,364
| +4% | +$132K | 0.17% | 136 |
|
|
2019
Q3 | $3.36M | Sell |
93,455
-6,624
| -7% | -$238K | 0.41% | 51 |
|
|
2019
Q2 | $4.05M | Buy |
100,079
+13,960
| +16% | +$564K | 0.59% | 37 |
|
|
2019
Q1 | $3.66M | Buy |
86,119
+8,910
| +12% | +$378K | 0.51% | 44 |
|
|
2018
Q4 | $3.37M | Buy |
77,209
+13,316
| +21% | +$581K | 0.6% | 38 |
|
|
2018
Q3 | $2.72M | Buy |
63,893
+13,482
| +27% | +$573K | 0.49% | 41 |
|
|
2018
Q2 | $1.75M | Buy |
50,411
+2,793
| +6% | +$96.9K | 0.36% | 67 |
|
|
2018
Q1 | $1.67M | Buy |
47,618
+2,636
| +6% | +$92.4K | 0.37% | 70 |
|
|
2017
Q4 | $1.64M | Buy |
44,982
+2,969
| +7% | +$108K | 0.37% | 73 |
|
|
2017
Q3 | $1.52M | Sell |
42,013
-1,481
| -3% | -$53.5K | 0.42% | 67 |
|
|
2017
Q2 | $1.45M | Sell |
43,494
-3,849
| -8% | -$129K | 0.46% | 69 |
|
|
2017
Q1 | $1.62M | Buy |
47,343
+3,753
| +9% | +$128K | 0.26% | 117 |
|
|
2016
Q4 | $1.39M | Buy |
+43,590
| New | +$1.39M | 0.59% | 60 |
|