San Luis 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
Q1 | – | Sell |
-32,175
| Closed | -$854K | – | 155 |
|
|
2024
Q4 | $854K | Buy |
32,175
+4,900
| +18% | +$130K | 0.16% | 66 |
|
|
2024
Q3 | $789K | Buy |
27,275
+9,586
| +54% | +$277K | 0.16% | 58 |
|
|
2024
Q2 | $495K | Buy |
+17,689
| New | +$495K | 0.12% | 71 |
|
|
2023
Q3 | – | Sell |
-43,710
| Closed | -$1.6M | – | 131 |
|
|
2023
Q2 | $1.6M | Sell |
43,710
-2,373
| -5% | -$87K | 0.57% | 42 |
|
|
2023
Q1 | $1.88M | Buy |
+46,083
| New | +$1.88M | 0.72% | 30 |
|
|
2022
Q2 | – | Sell |
-41,144
| Closed | -$2.43M | – | 324 |
|
|
2022
Q1 | $2.43M | Buy |
+41,144
| New | +$2.43M | 1.19% | 14 |
|
|
2021
Q4 | – | Sell |
-57,717
| Closed | -$2.48M | – | 139 |
|
|
2021
Q3 | $2.48M | Buy |
+57,717
| New | +$2.48M | 1.38% | 14 |
|
|
2020
Q4 | $876K | Buy |
+23,807
| New | +$876K | 0.57% | 44 |
|