IVC Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $925K | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $914K | Buy |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $737K | Buy |
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