Physician Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
8,986
+363
| +4% | +$8.8K | 0.03% | 172 |
|
|
2025
Q1 | $219K | Sell |
8,623
-58
| -0.7% | -$1.47K | 0.04% | 166 |
|
|
2024
Q4 | $230K | Sell |
8,681
-251
| -3% | -$6.66K | 0.04% | 162 |
|
|
2024
Q3 | $263K | Sell |
8,932
-1,200
| -12% | -$35.3K | 0.05% | 152 |
|
|
2024
Q2 | $299K | Buy |
10,132
+166
| +2% | +$4.9K | 0.06% | 126 |
|
|
2024
Q1 | $256K | Sell |
9,966
-605
| -6% | -$15.5K | 0.05% | 138 |
|
|
2023
Q4 | $299K | Buy |
10,571
+509
| +5% | +$14.4K | 0.07% | 121 |
|
|
2023
Q3 | $334K | Buy |
10,062
+540
| +6% | +$17.9K | 0.09% | 99 |
|
|
2023
Q2 | $349K | Buy |
9,522
+91
| +1% | +$3.34K | 0.09% | 96 |
|
|
2023
Q1 | $380K | Buy |
9,431
+100
| +1% | +$4.02K | 0.1% | 92 |
|
|
2022
Q4 | $417K | Sell |
9,331
-527
| -5% | -$23.6K | 0.11% | 87 |
|
|
2022
Q3 | $435K | Buy |
9,858
+100
| +1% | +$4.41K | 0.13% | 83 |
|
|
2022
Q2 | $494K | Hold |
9,758
| – | – | 0.14% | 78 |
|
|
2022
Q1 | $485K | Sell |
9,758
-1,921
| -16% | -$95.5K | 0.13% | 88 |
|
|
2021
Q4 | $651K | Hold |
11,679
| – | – | 0.17% | 72 |
|
|
2021
Q3 | $485K | Buy |
11,679
+500
| +4% | +$20.8K | 0.13% | 88 |
|
|
2021
Q2 | $464K | Sell |
11,179
-807
| -7% | -$33.5K | 0.13% | 89 |
|
|
2021
Q1 | $435K | Buy |
11,986
+1,700
| +17% | +$61.7K | 0.14% | 86 |
|
|
2020
Q4 | $355K | Sell |
10,286
-227
| -2% | -$7.83K | 0.12% | 92 |
|
|
2020
Q3 | $361K | Hold |
10,513
| – | – | 0.14% | 86 |
|
|
2020
Q2 | $383K | Buy |
10,513
+52
| +0.5% | +$1.89K | 0.15% | 82 |
|
|
2020
Q1 | $360K | Buy |
10,461
+1,436
| +16% | +$49.4K | 0.18% | 71 |
|
|
2019
Q4 | $337K | Hold |
9,025
| – | – | 0.15% | 83 |
|
|
2019
Q3 | $331K | Buy |
+9,025
| New | +$331K | 0.16% | 79 |
|