One Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+13,218
| New | +$320K | 0.04% | 214 |
|
|
2024
Q4 | – | Sell |
-12,677
| Closed | -$367K | – | 282 |
|
|
2024
Q3 | $367K | Buy |
+12,677
| New | +$367K | 0.06% | 169 |
|
|
2023
Q1 | – | Sell |
-7,430
| Closed | -$381K | – | 482 |
|
|
2022
Q4 | $381K | Sell |
7,430
-2,507
| -25% | -$128K | 0.09% | 117 |
|
|
2022
Q3 | $435K | Buy |
9,937
+435
| +5% | +$19K | 0.14% | 87 |
|
|
2022
Q2 | $498K | Buy |
9,502
+33
| +0.3% | +$1.73K | 0.13% | 87 |
|
|
2022
Q1 | $490K | Buy |
9,469
+3,761
| +66% | +$195K | 0.12% | 94 |
|
|
2021
Q4 | $337K | Buy |
+5,708
| New | +$337K | 0.09% | 122 |
|
|
2019
Q4 | – | Sell |
-15,065
| Closed | -$514K | – | 126 |
|
|
2019
Q3 | $514K | Sell |
15,065
-1,288
| -8% | -$43.9K | 0.45% | 27 |
|
|
2019
Q2 | $672K | Sell |
16,353
-728
| -4% | -$29.9K | 0.56% | 22 |
|
|
2019
Q1 | $688K | Sell |
17,081
-25
| -0.1% | -$1.01K | 0.56% | 21 |
|
|
2018
Q4 | $708K | Buy |
17,106
+16,619
| +3,413% | +$688K | 0.71% | 15 |
|
|
2018
Q3 | $20K | Buy |
487
+57
| +13% | +$2.34K | 0.02% | 319 |
|
|
2018
Q2 | $15K | Sell |
430
-4,490
| -91% | -$157K | 0.01% | 325 |
|
|
2018
Q1 | $166K | Sell |
4,920
-3,401
| -41% | -$115K | 0.15% | 139 |
|
|
2017
Q4 | $286K | Buy |
+8,321
| New | +$286K | 0.23% | 74 |
|