OWA
ORBA Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
20,489
+9,300
| +83% | +$225K | 0.45% | 46 |
|
|
2025
Q1 | $284K | Hold |
11,189
| – | – | 0.14% | 87 |
|
|
2024
Q4 | $297K | Sell |
11,189
-1,014
| -8% | -$26.9K | 0.16% | 87 |
|
|
2024
Q3 | $353K | Hold |
12,203
| – | – | 0.18% | 78 |
|
|
2024
Q2 | $341K | Sell |
12,203
-1,000
| -8% | -$28K | 0.18% | 77 |
|
|
2024
Q1 | $366K | Buy |
13,203
+2,014
| +18% | +$55.9K | 0.2% | 71 |
|
|
2023
Q4 | $322K | Buy |
+11,189
| New | +$322K | 0.19% | 71 |
|