KCFA
Key Client Fiduciary Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
24,919
-691
| -3% | -$16.8K | 0.24% | 91 |
|
|
2025
Q1 | $649K | Sell |
25,610
-1,391
| -5% | -$35.2K | 0.3% | 78 |
|
|
2024
Q4 | $716K | Sell |
27,001
-1,709
| -6% | -$45.3K | 0.32% | 75 |
|
|
2024
Q3 | $831K | Buy |
28,710
+4,156
| +17% | +$120K | 0.37% | 61 |
|
|
2024
Q2 | $687K | Buy |
24,554
+107
| +0.4% | +$2.99K | 0.34% | 65 |
|
|
2024
Q1 | $678K | Buy |
24,447
+2,362
| +11% | +$65.5K | 0.36% | 65 |
|
|
2023
Q4 | $636K | Sell |
22,085
-657
| -3% | -$18.9K | 0.37% | 63 |
|
|
2023
Q3 | $754K | Buy |
22,742
+1,664
| +8% | +$55.2K | 0.46% | 46 |
|
|
2023
Q2 | $773K | Buy |
21,078
+211
| +1% | +$7.74K | 0.45% | 48 |
|
|
2023
Q1 | $851K | Sell |
20,867
-533
| -2% | -$21.7K | 0.53% | 41 |
|
|
2022
Q4 | $1.1M | Buy |
21,400
+10,806
| +102% | +$554K | 0.74% | 35 |
|
|
2022
Q3 | $464K | Buy |
10,594
+42
| +0.4% | +$1.84K | 0.42% | 47 |
|
|
2022
Q2 | $553K | Sell |
10,552
-1,692
| -14% | -$88.7K | 0.54% | 43 |
|
|
2022
Q1 | $634K | Buy |
12,244
+1,596
| +15% | +$82.6K | 0.5% | 47 |
|
|
2021
Q4 | $629K | Buy |
+10,648
| New | +$629K | 0.52% | 50 |
|