PIA
Perennial Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
22,631
-2,291
| -9% | -$55.5K | 0.05% | 250 |
|
|
2025
Q1 | $631K | Buy |
24,922
+2
| +0% | +$51 | 0.07% | 213 |
|
|
2024
Q4 | $661K | Buy |
24,920
+8,195
| +49% | +$217K | 0.08% | 192 |
|
|
2024
Q3 | $484K | Buy |
16,725
+1,176
| +8% | +$34K | 0.06% | 216 |
|
|
2024
Q2 | $435K | Buy |
15,549
+1,358
| +10% | +$38K | 0.06% | 214 |
|
|
2024
Q1 | $394K | Buy |
14,191
+2,676
| +23% | +$74.3K | 0.06% | 211 |
|
|
2023
Q4 | $332K | Sell |
11,515
-876
| -7% | -$25.2K | 0.05% | 228 |
|
|
2023
Q3 | $411K | Sell |
12,391
-745
| -6% | -$24.7K | 0.07% | 188 |
|
|
2023
Q2 | $482K | Sell |
13,136
-71
| -0.5% | -$2.6K | 0.08% | 179 |
|
|
2023
Q1 | $539K | Buy |
13,207
+220
| +2% | +$8.98K | 0.1% | 164 |
|
|
2022
Q4 | $665K | Buy |
12,987
+298
| +2% | +$15.3K | 0.27% | 74 |
|
|
2022
Q3 | $555K | Sell |
12,689
-2,439
| -16% | -$107K | 0.25% | 78 |
|
|
2022
Q2 | $793K | Sell |
15,128
-52
| -0.3% | -$2.73K | 0.31% | 64 |
|
|
2022
Q1 | $788K | Buy |
15,180
+272
| +2% | +$14.1K | 0.25% | 81 |
|
|
2021
Q4 | $880K | Buy |
14,908
+1,083
| +8% | +$63.9K | 0.28% | 76 |
|
|
2021
Q3 | $594K | Buy |
13,825
+1,081
| +8% | +$46.4K | 0.21% | 98 |
|
|
2021
Q2 | $499K | Buy |
12,744
+3,387
| +36% | +$133K | 0.18% | 110 |
|
|
2021
Q1 | $339K | Buy |
9,357
+127
| +1% | +$4.6K | 0.13% | 130 |
|
|
2020
Q4 | $340K | Sell |
9,230
-1,444
| -14% | -$53.2K | 0.15% | 115 |
|
|
2020
Q3 | $390K | Buy |
10,674
+1,738
| +19% | +$63.5K | 0.2% | 96 |
|
|
2020
Q2 | $292K | Buy |
+8,936
| New | +$292K | 0.2% | 102 |
|