SMA
Sage Mountain Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
22,789
+7,322
| +47% | +$177K | 0.04% | 225 |
|
|
2025
Q1 | $392K | Sell |
15,467
-5,120
| -25% | -$130K | 0.03% | 257 |
|
|
2024
Q4 | $546K | Buy |
20,587
+1,404
| +7% | +$37.2K | 0.04% | 195 |
|
|
2024
Q3 | $555K | Buy |
19,183
+6,185
| +48% | +$179K | 0.05% | 184 |
|
|
2024
Q2 | $364K | Sell |
12,998
-819
| -6% | -$22.9K | 0.03% | 220 |
|
|
2024
Q1 | $383K | Sell |
13,817
-3,091
| -18% | -$85.8K | 0.04% | 198 |
|
|
2023
Q4 | $487K | Sell |
16,908
-6,255
| -27% | -$180K | 0.06% | 134 |
|
|
2023
Q3 | $768K | Sell |
23,163
-2,711
| -10% | -$89.9K | 0.11% | 86 |
|
|
2023
Q2 | $949K | Buy |
25,874
+743
| +3% | +$27.3K | 0.14% | 74 |
|
|
2023
Q1 | $1.03M | Buy |
25,131
+10,108
| +67% | +$412K | 0.17% | 63 |
|
|
2022
Q4 | $770K | Buy |
15,023
+3,081
| +26% | +$158K | 0.18% | 52 |
|
|
2022
Q3 | $523K | Sell |
11,942
-68
| -0.6% | -$2.98K | 0.14% | 63 |
|
|
2022
Q2 | $630K | Buy |
12,010
+659
| +6% | +$34.6K | 0.11% | 174 |
|
|
2022
Q1 | $588K | Sell |
11,351
-1,166
| -9% | -$60.4K | 0.09% | 233 |
|
|
2021
Q4 | $739K | Buy |
12,517
+748
| +6% | +$44.2K | 0.09% | 213 |
|
|
2021
Q3 | $506K | Buy |
11,769
+16
| +0.1% | +$688 | 0.07% | 255 |
|
|
2021
Q2 | $460K | Buy |
11,753
+1,803
| +18% | +$70.6K | 0.08% | 243 |
|
|
2021
Q1 | $360K | Buy |
9,950
+2,864
| +40% | +$104K | 0.08% | 203 |
|
|
2020
Q4 | $261K | Buy |
+7,086
| New | +$261K | 0.09% | 147 |
|