PWA
Providence Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
44,200
+1,983
| +5% | +$48.2K | 0.74% | 45 |
|
|
2025
Q1 | $1.04M | Buy |
42,217
+874
| +2% | +$21.5K | 0.79% | 43 |
|
|
2024
Q4 | $1.12M | Sell |
41,343
-1,450
| -3% | -$39.2K | 0.85% | 41 |
|
|
2024
Q3 | $1.23M | Buy |
42,793
+91
| +0.2% | +$2.62K | 0.91% | 37 |
|
|
2024
Q2 | $1.22M | Buy |
42,702
+847
| +2% | +$24.1K | 0.97% | 36 |
|
|
2024
Q1 | $1.16M | Buy |
41,855
+32,690
| +357% | +$902K | 0.99% | 35 |
|
|
2023
Q4 | $1.46M | Sell |
9,165
-29,404
| -76% | -$4.69M | 1.32% | 22 |
|
|
2023
Q3 | $1.3M | Buy |
38,569
+391
| +1% | +$13.2K | 1.46% | 24 |
|
|
2023
Q2 | $1.39M | Sell |
38,178
-2,210
| -5% | -$80.6K | 1.54% | 23 |
|
|
2023
Q1 | $1.62M | Buy |
40,388
+188
| +0.5% | +$7.55K | 1.2% | 26 |
|
|
2022
Q4 | $2M | Buy |
40,200
+393
| +1% | +$19.5K | 1.48% | 24 |
|
|
2022
Q3 | $1.89M | Sell |
39,807
-1,191
| -3% | -$56.5K | 1.41% | 24 |
|
|
2022
Q2 | $2.14M | Buy |
40,998
+1,726
| +4% | +$90.1K | 1.54% | 17 |
|
|
2022
Q1 | $2.03M | Buy |
39,272
+158
| +0.4% | +$8.15K | 1.3% | 25 |
|
|
2021
Q4 | $2.16M | Sell |
39,114
-192
| -0.5% | -$10.6K | 1.36% | 19 |
|
|
2021
Q3 | $1.67M | Sell |
39,306
-1,098
| -3% | -$46.7K | 1.16% | 25 |
|
|
2021
Q2 | $1.6M | Buy |
40,404
+230
| +0.6% | +$9.09K | 1.09% | 29 |
|
|
2021
Q1 | $1.46M | Buy |
40,174
+1,145
| +3% | +$41.5K | 1.07% | 30 |
|
|
2020
Q4 | $1.43M | Buy |
39,029
+1,724
| +5% | +$63.3K | 1.19% | 26 |
|
|
2020
Q3 | $1.37M | Sell |
37,305
-13,532
| -27% | -$497K | 1.35% | 24 |
|
|
2020
Q2 | $1.66M | Sell |
50,837
-441
| -0.9% | -$14.4K | 1.7% | 19 |
|
|
2020
Q1 | $1.65M | Buy |
51,278
+156
| +0.3% | +$5.03K | 1.99% | 16 |
|
|
2019
Q4 | $1.99M | Sell |
51,122
-2,181
| -4% | -$84.9K | 1.83% | 14 |
|
|
2019
Q3 | $1.92M | Sell |
53,303
-390
| -0.7% | -$14K | 1.71% | 17 |
|
|
2019
Q2 | $2.35M | Sell |
53,693
-216
| -0.4% | -$9.45K | 2.19% | 12 |
|
|
2019
Q1 | $2.3M | Buy |
53,909
+695
| +1% | +$29.7K | 2.17% | 11 |
|
|
2018
Q4 | $2.29M | Sell |
53,214
-880
| -2% | -$37.8K | 2.54% | 9 |
|
|
2018
Q3 | $2.38M | Buy |
54,094
+327
| +0.6% | +$14.4K | 2.18% | 11 |
|
|
2018
Q2 | $1.95M | Buy |
53,767
+356
| +0.7% | +$12.9K | 1.9% | 13 |
|
|
2018
Q1 | $1.87M | Buy |
+53,411
| New | +$1.87M | 2.77% | 6 |
|