IWA
Intercontinental Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $753K | Sell |
20,529
-836
| -4% | -$30.7K | 0.18% | 126 |
|
|
2023
Q1 | $872K | Sell |
21,365
-1,215
| -5% | -$49.6K | 0.22% | 109 |
|
|
2022
Q4 | $1.16M | Sell |
22,580
-4,995
| -18% | -$256K | 0.34% | 61 |
|
|
2022
Q3 | $1.21M | Sell |
27,575
-814
| -3% | -$35.6K | 0.38% | 57 |
|
|
2022
Q2 | $1.49M | Sell |
28,389
-774
| -3% | -$40.6K | 0.4% | 43 |
|
|
2022
Q1 | $1.51M | Sell |
29,163
-2,156
| -7% | -$112K | 0.34% | 54 |
|
|
2021
Q4 | $1.85M | Sell |
31,319
-853
| -3% | -$50.4K | 0.39% | 38 |
|
|
2021
Q3 | $1.38M | Sell |
32,172
-2,543
| -7% | -$109K | 0.32% | 52 |
|
|
2021
Q2 | $1.36M | Buy |
34,715
+2,546
| +8% | +$99.7K | 0.27% | 65 |
|
|
2021
Q1 | $1.17M | Sell |
32,169
-2,401
| -7% | -$87K | 0.25% | 80 |
|
|
2020
Q4 | $1.27M | Buy |
34,570
+3,938
| +13% | +$145K | 0.31% | 62 |
|
|
2020
Q3 | $1.12M | Sell |
30,632
-4,530
| -13% | -$166K | 0.33% | 59 |
|
|
2020
Q2 | $1.15M | Sell |
35,162
-2,911
| -8% | -$95.2K | 0.37% | 52 |
|
|
2020
Q1 | $1.24M | Buy |
38,073
+23,309
| +158% | +$761K | 0.66% | 31 |
|
|
2019
Q4 | $564K | Sell |
14,764
-22,635
| -61% | -$865K | 0.47% | 43 |
|
|
2019
Q3 | $1.34M | Sell |
37,399
-912
| -2% | -$32.8K | 0.83% | 26 |
|
|
2019
Q2 | $1.66M | Sell |
38,311
-3,268
| -8% | -$142K | 0.86% | 20 |
|
|
2019
Q1 | $1.77M | Sell |
41,579
-3,628
| -8% | -$154K | 0.88% | 21 |
|
|
2018
Q4 | $1.97M | Sell |
45,207
-1,569
| -3% | -$68.5K | 1.1% | 17 |
|
|
2018
Q3 | $2.06M | Sell |
46,776
-10,395
| -18% | -$458K | 1.03% | 22 |
|
|
2018
Q2 | $2.07M | Sell |
57,171
-12,111
| -17% | -$439K | 1.15% | 20 |
|
|
2018
Q1 | $2.46M | Sell |
69,282
-14,233
| -17% | -$505K | 1.42% | 10 |
|
|
2017
Q4 | $3.03M | Sell |
83,515
-7,517
| -8% | -$272K | 1.7% | 11 |
|
|
2017
Q3 | $3.25M | Sell |
91,032
-3,346
| -4% | -$119K | 1.98% | 9 |
|
|
2017
Q2 | $3.17M | Sell |
94,378
-14,569
| -13% | -$489K | 2.04% | 8 |
|
|
2017
Q1 | $3.73M | Buy |
108,947
+426
| +0.4% | +$14.6K | 2.24% | 11 |
|
|
2016
Q4 | $3.53M | Buy |
108,521
+5,168
| +5% | +$168K | 2.27% | 10 |
|
|
2016
Q3 | $3.5M | Sell |
103,353
-4,168
| -4% | -$141K | 2.5% | 11 |
|
|
2016
Q2 | $3.79M | Sell |
107,521
-5,898
| -5% | -$208K | 2.79% | 8 |
|
|
2016
Q1 | $3.36M | Sell |
113,419
-15,306
| -12% | -$454K | 2.53% | 10 |
|
|
2015
Q4 | $4.16M | Buy |
+128,725
| New | +$4.16M | 2.85% | 8 |
|