PFWA
Paces Ferry Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,063
| Closed | -$280K | – | 127 |
|
|
2025
Q1 | $280K | Buy |
11,063
+1,746
| +19% | +$44.2K | 0.14% | 97 |
|
|
2024
Q4 | $247K | Buy |
9,317
+1,217
| +15% | +$32.3K | 0.12% | 108 |
|
|
2024
Q3 | $234K | Buy |
8,100
+113
| +1% | +$3.27K | 0.13% | 105 |
|
|
2024
Q2 | $223K | Sell |
7,987
-640
| -7% | -$17.9K | 0.13% | 104 |
|
|
2024
Q1 | $239K | Buy |
+8,627
| New | +$239K | 0.15% | 96 |
|
|
2023
Q4 | – | Sell |
-8,700
| Closed | -$289K | – | 113 |
|
|
2023
Q3 | $289K | Sell |
8,700
-887
| -9% | -$29.4K | 0.23% | 82 |
|
|
2023
Q2 | $352K | Buy |
9,587
+335
| +4% | +$12.3K | 0.26% | 70 |
|
|
2023
Q1 | $377K | Sell |
9,252
-828
| -8% | -$33.8K | 0.3% | 68 |
|
|
2022
Q4 | $516K | Sell |
10,080
-186
| -2% | -$9.53K | 0.5% | 44 |
|
|
2022
Q3 | $449K | Buy |
10,266
+393
| +4% | +$17.2K | 0.49% | 47 |
|
|
2022
Q2 | $518K | Sell |
9,873
-11
| -0.1% | -$577 | 0.51% | 45 |
|
|
2022
Q1 | $512K | Buy |
9,884
+19
| +0.2% | +$984 | 0.41% | 53 |
|
|
2021
Q4 | $583K | Sell |
9,865
-1,456
| -13% | -$86K | 0.42% | 49 |
|
|
2021
Q3 | $487K | Sell |
11,321
-855
| -7% | -$36.8K | 0.39% | 63 |
|
|
2021
Q2 | $477K | Buy |
12,176
+375
| +3% | +$14.7K | 0.36% | 67 |
|
|
2021
Q1 | $428K | Buy |
11,801
+800
| +7% | +$29K | 0.37% | 64 |
|
|
2020
Q4 | $405K | Buy |
11,001
+82
| +0.8% | +$3.02K | 0.37% | 67 |
|
|
2020
Q3 | $401K | Buy |
+10,919
| New | +$401K | 0.35% | 66 |
|