SWA
SOA Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
7,844
-372
| -5% | -$9.02K | 0.04% | 202 |
|
|
2025
Q1 | $208K | Sell |
8,216
-1,121
| -12% | -$28.4K | 0.04% | 182 |
|
|
2024
Q4 | $248K | Sell |
9,337
-726
| -7% | -$19.3K | 0.05% | 160 |
|
|
2024
Q3 | $291K | Buy |
10,063
+160
| +2% | +$4.63K | 0.06% | 149 |
|
|
2024
Q2 | $277K | Sell |
9,903
-5,260
| -35% | -$147K | 0.06% | 147 |
|
|
2024
Q1 | $421K | Buy |
15,163
+1,595
| +12% | +$44.3K | 0.09% | 119 |
|
|
2023
Q4 | $391K | Sell |
13,568
-4,833
| -26% | -$139K | 0.09% | 117 |
|
|
2023
Q3 | $610K | Sell |
18,401
-259
| -1% | -$8.59K | 0.15% | 81 |
|
|
2023
Q2 | $684K | Sell |
18,660
-626
| -3% | -$23K | 0.16% | 73 |
|
|
2023
Q1 | $787K | Buy |
19,286
+4,396
| +30% | +$179K | 0.19% | 66 |
|
|
2022
Q4 | $763K | Sell |
14,890
-273
| -2% | -$14K | 0.21% | 65 |
|
|
2022
Q3 | $663K | Buy |
15,163
+230
| +2% | +$10.1K | 0.2% | 69 |
|
|
2022
Q2 | $782K | Sell |
14,933
-190
| -1% | -$9.95K | 0.23% | 66 |
|
|
2022
Q1 | $782K | Buy |
15,123
+496
| +3% | +$25.6K | 0.19% | 78 |
|
|
2021
Q4 | $854K | Buy |
14,627
+70
| +0.5% | +$4.09K | 0.21% | 71 |
|
|
2021
Q3 | $626K | Buy |
14,557
+2,024
| +16% | +$87K | 0.16% | 84 |
|
|
2021
Q2 | $490K | Sell |
12,533
-1,776
| -12% | -$69.4K | 0.13% | 107 |
|
|
2021
Q1 | $518K | Buy |
14,309
+37
| +0.3% | +$1.34K | 0.14% | 92 |
|
|
2020
Q4 | $495K | Buy |
+14,272
| New | +$495K | 0.13% | 88 |
|