OHWA
Oak Hill Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
8,142
-511
| -6% | -$13.1K | 0.04% | 141 |
|
|
2025
Q1 | $219K | Sell |
8,653
-595
| -6% | -$15.1K | 0.05% | 132 |
|
|
2024
Q4 | $245K | Buy |
+9,248
| New | +$245K | 0.06% | 120 |
|
|
2024
Q3 | – | Sell |
-12,588
| Closed | -$352K | – | 77 |
|
|
2024
Q2 | $352K | Buy |
+12,588
| New | +$352K | 0.11% | 81 |
|
|
2024
Q1 | – | Sell |
-17,470
| Closed | -$503K | – | 70 |
|
|
2023
Q4 | $503K | Sell |
17,470
-2,099
| -11% | -$60.4K | 0.17% | 61 |
|
|
2023
Q3 | $649K | Sell |
19,569
-562
| -3% | -$18.6K | 0.25% | 50 |
|
|
2023
Q2 | $738K | Sell |
20,131
-2,064
| -9% | -$75.7K | 0.27% | 46 |
|
|
2023
Q1 | $906K | Sell |
22,195
-1,499
| -6% | -$61.2K | 0.36% | 39 |
|
|
2022
Q4 | $1.21M | Buy |
+23,694
| New | +$1.21M | 0.5% | 29 |
|