SWA
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Strata Wealth Advisors’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
+10,692
New +$259K 0.07% 68
2025
Q1
Sell
-15,162
Closed -$402K 75
2024
Q4
$402K Buy
15,162
+3,897
+35% +$103K 0.13% 55
2024
Q3
$326K Buy
+11,265
New +$326K 0.1% 58