TFA
Trinity Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
10,203
+15
| +0.1% | +$364 | 0.08% | 81 |
|
|
2025
Q1 | $247K | Buy |
10,188
+12
| +0.1% | +$291 | 0.09% | 76 |
|
|
2024
Q4 | $271K | Buy |
10,176
+3
| +0% | +$80 | 0.1% | 66 |
|
|
2024
Q3 | $282K | Sell |
10,173
-110
| -1% | -$3.05K | 0.13% | 63 |
|
|
2024
Q2 | $288K | Buy |
10,283
+12
| +0.1% | +$336 | 0.13% | 62 |
|
|
2024
Q1 | $285K | Buy |
10,271
+143
| +1% | +$3.97K | 0.13% | 58 |
|
|
2023
Q4 | $292K | Sell |
10,128
-337
| -3% | -$9.7K | 0.14% | 58 |
|
|
2023
Q3 | $347K | Buy |
10,465
+9
| +0.1% | +$299 | 0.18% | 48 |
|
|
2023
Q2 | $384K | Buy |
10,456
+7
| +0.1% | +$257 | 0.21% | 51 |
|
|
2023
Q1 | $426K | Buy |
10,449
+8
| +0.1% | +$326 | 0.26% | 42 |
|
|
2022
Q4 | $535K | Buy |
10,441
+5
| +0% | +$256 | 0.35% | 29 |
|
|
2022
Q3 | $457K | Sell |
10,436
-8,391
| -45% | -$367K | 0.33% | 37 |
|
|
2022
Q2 | $987K | Buy |
18,827
+8,253
| +78% | +$433K | 0.73% | 19 |
|
|
2022
Q1 | $547K | Sell |
10,574
-274
| -3% | -$14.2K | 0.34% | 28 |
|
|
2021
Q4 | $641K | Buy |
10,848
+5
| +0% | +$295 | 0.38% | 21 |
|
|
2021
Q3 | $466K | Buy |
10,843
+6
| +0.1% | +$258 | 0.31% | 22 |
|
|
2021
Q2 | $424K | Sell |
10,837
-86
| -0.8% | -$3.37K | 0.3% | 29 |
|
|
2021
Q1 | $396K | Sell |
10,923
-41
| -0.4% | -$1.49K | 0.31% | 26 |
|
|
2020
Q4 | $404K | Buy |
+10,964
| New | +$404K | 0.37% | 33 |
|