OWA
Opal Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
9,644
-144
| -1% | -$3.49K | 0.06% | 176 |
|
|
2025
Q1 | $248K | Sell |
9,788
-273
| -3% | -$6.92K | 0.08% | 148 |
|
|
2024
Q4 | $267K | Buy |
10,061
+1,072
| +12% | +$28.4K | 0.08% | 142 |
|
|
2024
Q3 | $260K | Buy |
8,989
+29
| +0.3% | +$839 | 0.08% | 147 |
|
|
2024
Q2 | $251K | Sell |
8,960
-260
| -3% | -$7.28K | 0.08% | 140 |
|
|
2024
Q1 | $256K | Sell |
9,220
-2,439
| -21% | -$67.7K | 0.09% | 142 |
|
|
2023
Q4 | $336K | Sell |
11,659
-3,214
| -22% | -$92.5K | 0.13% | 116 |
|
|
2023
Q3 | $493K | Sell |
14,873
-570
| -4% | -$18.9K | 0.29% | 57 |
|
|
2023
Q2 | $566K | Buy |
15,443
+5,553
| +56% | +$204K | 0.28% | 45 |
|
|
2023
Q1 | $404K | Buy |
9,890
+278
| +3% | +$11.3K | 0.24% | 51 |
|
|
2022
Q4 | $493K | Sell |
9,612
-154
| -2% | -$7.89K | 0.27% | 54 |
|
|
2022
Q3 | $427K | Buy |
9,766
+55
| +0.6% | +$2.41K | 0.31% | 48 |
|
|
2022
Q2 | $509K | Buy |
9,711
+1,220
| +14% | +$63.9K | 0.34% | 40 |
|
|
2022
Q1 | $440K | Buy |
8,491
+145
| +2% | +$7.51K | 0.38% | 37 |
|
|
2021
Q4 | $493K | Buy |
8,346
+1,463
| +21% | +$86.4K | 0.31% | 55 |
|
|
2021
Q3 | $296K | Sell |
6,883
-1,408
| -17% | -$60.6K | 0.28% | 50 |
|
|
2021
Q2 | $325K | Buy |
8,291
+460
| +6% | +$18K | 0.3% | 46 |
|
|
2021
Q1 | $284K | Buy |
7,831
+2,200
| +39% | +$79.8K | 0.31% | 48 |
|
|
2020
Q4 | $207K | Buy |
+5,631
| New | +$207K | 0.26% | 68 |
|