IWA
Inspirion Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
64,935
+904
| +1% | +$21.9K | 0.21% | 48 |
|
|
2025
Q1 | $1.62M | Buy |
64,031
+12,644
| +25% | +$320K | 0.23% | 45 |
|
|
2024
Q4 | $1.39M | Sell |
51,387
-990
| -2% | -$26.9K | 0.19% | 49 |
|
|
2024
Q3 | $1.52M | Buy |
52,377
+420
| +0.8% | +$12.2K | 0.21% | 46 |
|
|
2024
Q2 | $1.45M | Buy |
51,957
+5,393
| +12% | +$151K | 0.22% | 42 |
|
|
2024
Q1 | $1.29M | Buy |
46,564
+38,947
| +511% | +$1.08M | 0.21% | 51 |
|
|
2023
Q4 | $226K | Sell |
7,617
-2,994
| -28% | -$89K | 0.04% | 127 |
|
|
2023
Q3 | $352K | Buy |
10,611
+3,189
| +43% | +$106K | 0.07% | 98 |
|
|
2023
Q2 | $272K | Sell |
7,422
-1
| -0% | -$37 | 0.05% | 115 |
|
|
2023
Q1 | $303K | Sell |
7,423
-392
| -5% | -$16K | 0.06% | 102 |
|
|
2022
Q4 | $400K | Buy |
7,815
+6
| +0.1% | +$307 | 0.08% | 91 |
|
|
2022
Q3 | $342K | Buy |
7,809
+7
| +0.1% | +$307 | 0.08% | 88 |
|
|
2022
Q2 | $409K | Buy |
7,802
+5
| +0.1% | +$262 | 0.09% | 84 |
|
|
2022
Q1 | $404K | Buy |
7,797
+237
| +3% | +$12.3K | 0.08% | 78 |
|
|
2021
Q4 | $446K | Buy |
+7,560
| New | +$446K | 0.09% | 70 |
|