Octavia Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $294K | Buy |
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