TPWA
TRUE Private Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
62,764
-3,363
| -5% | -$81.5K | 0.17% | 86 |
|
|
2025
Q1 | $1.68M | Buy |
66,127
+2,404
| +4% | +$60.9K | 0.2% | 70 |
|
|
2024
Q4 | $1.69M | Buy |
63,723
+2,165
| +4% | +$57.4K | 0.21% | 74 |
|
|
2024
Q3 | $1.78M | Sell |
61,558
-14,240
| -19% | -$412K | 0.21% | 70 |
|
|
2024
Q2 | $2.12M | Buy |
75,798
+8,550
| +13% | +$239K | 0.24% | 65 |
|
|
2024
Q1 | $1.87M | Sell |
67,248
-1,913
| -3% | -$53.1K | 0.21% | 66 |
|
|
2023
Q4 | $1.99M | Sell |
69,161
-90,997
| -57% | -$2.62M | 0.25% | 64 |
|
|
2023
Q3 | $5.31M | Buy |
160,158
+20,393
| +15% | +$676K | 0.74% | 26 |
|
|
2023
Q2 | $5.13M | Buy |
139,765
+2,885
| +2% | +$106K | 0.76% | 21 |
|
|
2023
Q1 | $5.58M | Buy |
136,880
+9,647
| +8% | +$394K | 0.83% | 19 |
|
|
2022
Q4 | $6.52M | Sell |
127,233
-2,035
| -2% | -$104K | 1% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
129,268
+5,814
| +5% | +$254K | 0.86% | 13 |
|
|
2022
Q2 | $6.47M | Buy |
123,454
+2,245
| +2% | +$118K | 0.94% | 13 |
|
|
2022
Q1 | $6.02M | Sell |
121,209
-4,838
| -4% | -$240K | 0.85% | 15 |
|
|
2021
Q4 | $7.44M | Sell |
126,047
-6,945
| -5% | -$410K | 1.06% | 17 |
|
|
2021
Q3 | $5.72M | Buy |
132,992
+3,517
| +3% | +$151K | 0.83% | 18 |
|
|
2021
Q2 | $5.07M | Buy |
129,475
+5,453
| +4% | +$214K | 0.75% | 17 |
|
|
2021
Q1 | $4.49M | Buy |
124,022
+21,271
| +21% | +$771K | 0.73% | 17 |
|
|
2020
Q4 | $3.78M | Buy |
102,751
+2,375
| +2% | +$87.4K | 0.63% | 20 |
|
|
2020
Q3 | $3.68M | Buy |
100,376
+5,702
| +6% | +$209K | 0.63% | 21 |
|
|
2020
Q2 | $3.1M | Buy |
94,674
+2,669
| +3% | +$87.3K | 0.57% | 32 |
|
|
2020
Q1 | $3M | Buy |
92,005
+46,072
| +100% | +$1.5M | 0.64% | 28 |
|
|
2019
Q4 | $1.8M | Buy |
45,933
+59
| +0.1% | +$2.31K | 0.28% | 54 |
|
|
2019
Q3 | $1.65M | Buy |
45,874
+2,176
| +5% | +$78.2K | 0.28% | 53 |
|
|
2019
Q2 | $1.89M | Buy |
43,698
+3,098
| +8% | +$134K | 0.32% | 45 |
|
|
2019
Q1 | $1.72M | Sell |
40,600
-13,744
| -25% | -$584K | 0.33% | 56 |
|
|
2018
Q4 | $2.37M | Buy |
54,344
+4,625
| +9% | +$202K | 0.42% | 47 |
|
|
2018
Q3 | $2.19M | Sell |
49,719
-10,426
| -17% | -$459K | 0.31% | 61 |
|
|
2018
Q2 | $2.18M | Buy |
60,145
+5,496
| +10% | +$199K | 0.34% | 57 |
|
|
2018
Q1 | $1.94M | Buy |
54,649
+2,794
| +5% | +$99.1K | 0.33% | 54 |
|
|
2017
Q4 | $1.88M | Buy |
51,855
+12,068
| +30% | +$437K | 0.33% | 53 |
|
|
2017
Q3 | $1.42M | Sell |
39,787
-1,344
| -3% | -$48K | 0.32% | 46 |
|
|
2017
Q2 | $1.38M | Sell |
41,131
-633
| -2% | -$21.3K | 0.32% | 45 |
|
|
2017
Q1 | $1.42M | Sell |
41,764
-2,445
| -6% | -$83.4K | 0.33% | 44 |
|
|
2016
Q4 | $1.4M | Sell |
44,209
-3,097
| -7% | -$98.1K | 0.34% | 45 |
|
|
2016
Q3 | $1.55M | Buy |
47,306
+2,801
| +6% | +$91.7K | 0.5% | 36 |
|
|
2016
Q2 | $1.57M | Buy |
44,505
+856
| +2% | +$30.1K | 0.52% | 35 |
|
|
2016
Q1 | $1.29M | Buy |
43,649
+9,944
| +30% | +$295K | 0.5% | 31 |
|
|
2015
Q4 | $1.09M | Buy |
+33,705
| New | +$1.09M | 0.48% | 34 |
|