IWA
IVC Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
10,189
-367
| -3% | -$8.9K | 0.12% | 146 |
|
|
2025
Q1 | $267K | Buy |
10,556
+80
| +0.8% | +$2.03K | 0.14% | 131 |
|
|
2024
Q4 | $278K | Sell |
10,476
-1,479
| -12% | -$39.2K | 0.16% | 127 |
|
|
2024
Q3 | $346K | Sell |
11,955
-1,648
| -12% | -$47.7K | 0.19% | 108 |
|
|
2024
Q2 | $381K | Buy |
13,603
+923
| +7% | +$25.8K | 0.21% | 102 |
|
|
2024
Q1 | $352K | Sell |
12,680
-1,100
| -8% | -$30.5K | 0.2% | 107 |
|
|
2023
Q4 | $397K | Sell |
13,780
-7,774
| -36% | -$224K | 0.25% | 90 |
|
|
2023
Q3 | $715K | Sell |
21,554
-1,311
| -6% | -$43.5K | 0.48% | 54 |
|
|
2023
Q2 | $839K | Buy |
22,865
+183
| +0.8% | +$6.71K | 0.53% | 52 |
|
|
2023
Q1 | $925K | Sell |
22,682
-676
| -3% | -$27.6K | 0.66% | 40 |
|
|
2022
Q4 | $1.2M | Buy |
23,358
+186
| +0.8% | +$9.53K | 0.88% | 27 |
|
|
2022
Q3 | $1.01M | Buy |
23,172
+1,768
| +8% | +$77.4K | 0.82% | 30 |
|
|
2022
Q2 | $1.12M | Sell |
21,404
-85
| -0.4% | -$4.46K | 0.87% | 27 |
|
|
2022
Q1 | $1.11M | Buy |
21,489
+675
| +3% | +$34.9K | 0.73% | 31 |
|
|
2021
Q4 | $1.23M | Sell |
20,814
-441
| -2% | -$26K | 0.79% | 30 |
|
|
2021
Q3 | $914K | Buy |
21,255
+676
| +3% | +$29.1K | 0.63% | 41 |
|
|
2021
Q2 | $806K | Buy |
20,579
+55
| +0.3% | +$2.15K | 0.57% | 50 |
|
|
2021
Q1 | $744K | Buy |
20,524
+500
| +2% | +$18.1K | 0.59% | 48 |
|
|
2020
Q4 | $737K | Buy |
+20,024
| New | +$737K | 0.7% | 41 |
|