OWA
Octavia Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
22,252
-3,532
| -14% | -$85.6K | 0.06% | 110 |
|
|
2025
Q1 | $653K | Buy |
25,784
+3,625
| +16% | +$91.9K | 0.08% | 97 |
|
|
2024
Q4 | $588K | Buy |
22,159
+7,319
| +49% | +$194K | 0.07% | 101 |
|
|
2024
Q3 | $429K | Sell |
14,840
-1,289
| -8% | -$37.3K | 0.05% | 133 |
|
|
2024
Q2 | $451K | Buy |
16,129
+868
| +6% | +$24.3K | 0.06% | 129 |
|
|
2024
Q1 | $423K | Sell |
15,261
-933
| -6% | -$25.9K | 0.06% | 131 |
|
|
2023
Q4 | $466K | Buy |
16,194
+162
| +1% | +$4.66K | 0.08% | 124 |
|
|
2023
Q3 | $532K | Buy |
16,032
+3,082
| +24% | +$102K | 0.11% | 100 |
|
|
2023
Q2 | $475K | Buy |
12,950
+1,951
| +18% | +$71.6K | 0.1% | 106 |
|
|
2023
Q1 | $449K | Buy |
10,999
+341
| +3% | +$13.9K | 0.1% | 98 |
|
|
2022
Q4 | $546K | Buy |
10,658
+1,423
| +15% | +$72.9K | 0.13% | 85 |
|
|
2022
Q3 | $404K | Buy |
9,235
+44
| +0.5% | +$1.93K | 0.11% | 99 |
|
|
2022
Q2 | $480K | Buy |
9,191
+2,158
| +31% | +$113K | 0.13% | 94 |
|
|
2022
Q1 | $364K | Sell |
7,033
-179
| -2% | -$9.26K | 0.08% | 124 |
|
|
2021
Q4 | $426K | Sell |
7,212
-1,328
| -16% | -$78.4K | 0.09% | 116 |
|
|
2021
Q3 | $367K | Buy |
8,540
+1,408
| +20% | +$60.5K | 0.09% | 117 |
|
|
2021
Q2 | $279K | Buy |
7,132
+364
| +5% | +$14.2K | 0.07% | 139 |
|
|
2021
Q1 | $245K | Sell |
6,768
-1,210
| -15% | -$43.8K | 0.07% | 151 |
|
|
2020
Q4 | $294K | Buy |
+7,978
| New | +$294K | 0.1% | 129 |
|