SIA
Schechter Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $442K | Buy |
17,456
+9,079
| +108% | +$230K | 0.04% | 397 |
|
|
2024
Q4 | $222K | Sell |
8,377
-15,904
| -65% | -$422K | 0.02% | 551 |
|
|
2024
Q3 | $703K | Buy |
24,281
+372
| +2% | +$10.8K | 0.05% | 322 |
|
|
2024
Q2 | $669K | Buy |
23,909
+10,697
| +81% | +$299K | 0.05% | 315 |
|
|
2024
Q1 | $367K | Sell |
13,212
-860
| -6% | -$23.9K | 0.03% | 451 |
|
|
2023
Q4 | $405K | Sell |
14,072
-222
| -2% | -$6.39K | 0.04% | 392 |
|
|
2023
Q3 | $474K | Sell |
14,294
-14,300
| -50% | -$474K | 0.05% | 356 |
|
|
2023
Q2 | $1.05M | Buy |
28,594
+7,489
| +35% | +$275K | 0.09% | 233 |
|
|
2023
Q1 | $861K | Sell |
21,105
-13,248
| -39% | -$541K | 0.08% | 288 |
|
|
2022
Q4 | $1.76M | Buy |
34,353
+9,853
| +40% | +$505K | 0.16% | 140 |
|
|
2022
Q3 | $1.07M | Sell |
24,500
-6,174
| -20% | -$270K | 0.11% | 254 |
|
|
2022
Q2 | $1.61M | Buy |
30,674
+4,233
| +16% | +$222K | 0.16% | 133 |
|
|
2022
Q1 | $1.37M | Buy |
26,441
+2,016
| +8% | +$104K | 0.13% | 194 |
|
|
2021
Q4 | $1.44M | Buy |
+24,425
| New | +$1.44M | 0.13% | 195 |
|