MCIA
Mountain Capital Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+7,990
| New | +$200K | 0.04% | 64 |
|
|
2023
Q3 | – | Sell |
-50,197
| Closed | -$1.88M | – | 68 |
|
|
2023
Q2 | $1.88M | Sell |
50,197
-3,148
| -6% | -$118K | 0.71% | 18 |
|
|
2023
Q1 | $2.21M | Sell |
53,345
-1,062
| -2% | -$44K | 0.97% | 28 |
|
|
2022
Q4 | $2.59M | Buy |
54,407
+8,551
| +19% | +$407K | 1.18% | 17 |
|
|
2022
Q3 | $1.98M | Buy |
45,856
+3,008
| +7% | +$130K | 1.04% | 21 |
|
|
2022
Q2 | $2.29M | Sell |
42,848
-428
| -1% | -$22.9K | 1.14% | 16 |
|
|
2022
Q1 | $2.33M | Sell |
43,276
-4,122
| -9% | -$222K | 1.1% | 18 |
|
|
2021
Q4 | $2.69M | Buy |
47,398
+11,544
| +32% | +$654K | 1.22% | 14 |
|
|
2021
Q3 | $1.52M | Buy |
35,854
+1,828
| +5% | +$77.6K | 0.81% | 28 |
|
|
2021
Q2 | $1.34M | Sell |
34,026
-4,383
| -11% | -$172K | 0.62% | 36 |
|
|
2021
Q1 | $1.43M | Buy |
38,409
+4,478
| +13% | +$166K | 0.72% | 40 |
|
|
2020
Q4 | $1.28M | Sell |
33,931
-5,089
| -13% | -$192K | 0.77% | 32 |
|
|
2020
Q3 | $1.44M | Sell |
39,020
-28,433
| -42% | -$1.05M | 0.93% | 33 |
|
|
2020
Q2 | $2.3M | Buy |
67,453
+53,196
| +373% | +$1.81M | 1.05% | 18 |
|
|
2020
Q1 | $505K | Sell |
14,257
-542
| -4% | -$19.2K | 0.26% | 25 |
|
|
2019
Q4 | $578K | Sell |
14,799
-12,407
| -46% | -$485K | 0.26% | 20 |
|
|
2019
Q3 | $978K | Buy |
27,206
+1,908
| +8% | +$68.6K | 0.86% | 15 |
|
|
2019
Q2 | $890K | Buy |
25,298
+3,211
| +15% | +$113K | 0.84% | 16 |
|
|
2019
Q1 | $938K | Buy |
22,087
+1,731
| +9% | +$73.5K | 1.01% | 13 |
|
|
2018
Q4 | $889K | Sell |
20,356
-190
| -0.9% | -$8.3K | 1.24% | 12 |
|
|
2018
Q3 | $905K | Buy |
20,546
+325
| +2% | +$14.3K | 0.88% | 14 |
|
|
2018
Q2 | $734K | Buy |
20,221
+1,628
| +9% | +$59.1K | 0.72% | 15 |
|
|
2018
Q1 | $660K | Buy |
18,593
+2,015
| +12% | +$71.5K | 0.72% | 15 |
|
|
2017
Q4 | $600K | Sell |
16,578
-50
| -0.3% | -$1.81K | 0.58% | 17 |
|
|
2017
Q3 | $594K | Buy |
16,628
+4,215
| +34% | +$151K | 0.53% | 14 |
|
|
2017
Q2 | $417K | Buy |
+12,413
| New | +$417K | 0.41% | 11 |
|