NIWA
New Insight Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
167,834
+31,696
| +23% | +$768K | 1.67% | 17 |
|
|
2025
Q1 | $3.45M | Buy |
+136,138
| New | +$3.45M | 1.57% | 19 |
|
|
2024
Q4 | – | Sell |
-7,297
| Closed | -$211K | – | 96 |
|
|
2024
Q3 | $211K | Sell |
7,297
-2,399
| -25% | -$69.4K | 0.11% | 87 |
|
|
2024
Q2 | $271K | Sell |
9,696
-6,482
| -40% | -$181K | 0.16% | 64 |
|
|
2024
Q1 | $449K | Sell |
16,178
-13,315
| -45% | -$369K | 0.28% | 46 |
|
|
2023
Q4 | $849K | Buy |
+29,493
| New | +$849K | 0.57% | 36 |
|