SVWAG
Sound View Wealth Advisors Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
79,168
-28,453
| -26% | -$690K | 0.14% | 136 |
|
|
2025
Q1 | $2.73M | Sell |
107,621
-6,884
| -6% | -$174K | 0.22% | 98 |
|
|
2024
Q4 | $3.04M | Sell |
114,505
-22,627
| -17% | -$600K | 0.24% | 91 |
|
|
2024
Q3 | $3.97M | Buy |
137,132
+14,679
| +12% | +$425K | 0.32% | 70 |
|
|
2024
Q2 | $3.43M | Buy |
122,453
+1,230
| +1% | +$34.4K | 0.35% | 64 |
|
|
2024
Q1 | $3.36M | Sell |
121,223
-6,214
| -5% | -$172K | 0.36% | 65 |
|
|
2023
Q4 | $3.67M | Sell |
127,437
-8,969
| -7% | -$258K | 0.4% | 61 |
|
|
2023
Q3 | $4.52M | Buy |
136,406
+2,545
| +2% | +$84.4K | 0.56% | 45 |
|
|
2023
Q2 | $4.91M | Buy |
133,861
+2,827
| +2% | +$104K | 0.64% | 41 |
|
|
2023
Q1 | $5.35M | Buy |
131,034
+3,597
| +3% | +$147K | 0.73% | 37 |
|
|
2022
Q4 | $3.67M | Buy |
127,437
+25,091
| +25% | +$722K | 0.4% | 61 |
|
|
2022
Q3 | $4.48M | Sell |
102,346
-3,816
| -4% | -$167K | 1% | 29 |
|
|
2022
Q2 | $5.57M | Sell |
106,162
-1,522
| -1% | -$79.8K | 1.17% | 22 |
|
|
2022
Q1 | $5.58M | Sell |
107,684
-2,525
| -2% | -$131K | 1.06% | 25 |
|
|
2021
Q4 | $6.51M | Sell |
110,209
-2,131
| -2% | -$126K | 1.23% | 20 |
|
|
2021
Q3 | $4.83M | Sell |
112,340
-2,551
| -2% | -$110K | 1.01% | 25 |
|
|
2021
Q2 | $4.5M | Sell |
114,891
-6,075
| -5% | -$238K | 0.95% | 32 |
|
|
2021
Q1 | $4.38M | Buy |
120,966
+295
| +0.2% | +$10.7K | 1.02% | 30 |
|
|
2020
Q4 | $4.44M | Buy |
120,671
+3,498
| +3% | +$129K | 1.09% | 26 |
|
|
2020
Q3 | $4.3M | Sell |
117,173
-2,794
| -2% | -$103K | 1.13% | 25 |
|
|
2020
Q2 | $3.92M | Buy |
119,967
+5,657
| +5% | +$185K | 1.1% | 28 |
|
|
2020
Q1 | $3.73M | Sell |
114,310
-4,832
| -4% | -$158K | 1.29% | 22 |
|
|
2019
Q4 | $4.67M | Sell |
119,142
-2,958
| -2% | -$116K | 1.32% | 20 |
|
|
2019
Q3 | $4.39M | Sell |
122,100
-7,509
| -6% | -$270K | 1.31% | 19 |
|
|
2019
Q2 | $5.62M | Buy |
+129,609
| New | +$5.62M | 1.66% | 11 |
|