Moss Adams Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
26,951
-809
| -3% | -$19.6K | 0.06% | 112 |
|
|
2025
Q1 | $703K | Buy |
27,760
+6,234
| +29% | +$158K | 0.07% | 85 |
|
|
2024
Q4 | $571K | Sell |
21,526
-585
| -3% | -$15.5K | 0.06% | 92 |
|
|
2024
Q3 | $640K | Buy |
22,111
+1,141
| +5% | +$33K | 0.07% | 81 |
|
|
2024
Q2 | $587K | Buy |
20,970
+5,823
| +38% | +$163K | 0.08% | 73 |
|
|
2024
Q1 | $420K | Buy |
15,147
+1,638
| +12% | +$45.5K | 0.07% | 85 |
|
|
2023
Q4 | $389K | Buy |
13,509
+2,175
| +19% | +$62.6K | 0.08% | 63 |
|
|
2023
Q3 | $376K | Buy |
11,334
+946
| +9% | +$31.4K | 0.13% | 52 |
|
|
2023
Q2 | $381K | Buy |
10,388
+206
| +2% | +$7.56K | 0.12% | 53 |
|
|
2023
Q1 | $415K | Sell |
10,182
-1,953
| -16% | -$79.7K | 0.14% | 51 |
|
|
2022
Q4 | $622K | Buy |
+12,135
| New | +$622K | 0.31% | 49 |
|