PWA
Phoenix Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,958
| Closed | -$227K | – | 130 |
|
|
2025
Q1 | $227K | Sell |
8,958
-20
| -0.2% | -$507 | 0.1% | 118 |
|
|
2024
Q4 | $238K | Sell |
8,978
-1,086
| -11% | -$28.8K | 0.1% | 108 |
|
|
2024
Q3 | $291K | Hold |
10,064
| – | – | 0.14% | 98 |
|
|
2024
Q2 | $282K | Hold |
10,064
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $279K | Hold |
10,064
| – | – | 0.17% | 97 |
|
|
2023
Q4 | $299K | Hold |
10,064
| – | – | 0.21% | 92 |
|
|
2023
Q3 | $334K | Hold |
10,064
| – | – | 0.2% | 75 |
|
|
2023
Q2 | $369K | Hold |
10,064
| – | – | 0.21% | 65 |
|
|
2023
Q1 | $411K | Hold |
10,064
| – | – | 0.25% | 54 |
|
|
2022
Q4 | $516K | Hold |
10,064
| – | – | 0.31% | 47 |
|
|
2022
Q3 | $440K | Sell |
10,064
-127
| -1% | -$5.55K | 0.44% | 49 |
|
|
2022
Q2 | $534K | Sell |
10,191
-63
| -0.6% | -$3.3K | 0.53% | 44 |
|
|
2022
Q1 | $542K | Hold |
10,254
| – | – | 0.56% | 43 |
|
|
2021
Q4 | $605K | Hold |
10,254
| – | – | 0.46% | 55 |
|
|
2021
Q3 | $441K | Sell |
10,254
-96
| -0.9% | -$4.13K | 0.33% | 67 |
|
|
2021
Q2 | $407K | Hold |
10,350
| – | – | 0.29% | 74 |
|
|
2021
Q1 | $376K | Buy |
10,350
+190
| +2% | +$6.9K | 0.29% | 70 |
|
|
2020
Q4 | $374K | Buy |
+10,160
| New | +$374K | 0.28% | 71 |
|