TA
TruWealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
39,276
+2
| +0% | +$48 | 0.05% | 92 |
|
|
2025
Q1 | $995K | Buy |
39,274
+1
| +0% | +$25 | 0.06% | 80 |
|
|
2024
Q4 | $1.04M | Sell |
39,273
-308
| -0.8% | -$8.17K | 0.06% | 79 |
|
|
2024
Q3 | $1.15M | Buy |
39,581
+1
| +0% | +$29 | 0.07% | 78 |
|
|
2024
Q2 | $1.11M | Sell |
39,580
-13
| -0% | -$364 | 0.07% | 78 |
|
|
2024
Q1 | $1.1M | Sell |
39,593
-1,032
| -3% | -$28.6K | 0.08% | 80 |
|
|
2023
Q4 | $1.17M | Sell |
40,625
-210
| -0.5% | -$6.05K | 0.09% | 73 |
|
|
2023
Q3 | $1.35M | Sell |
40,835
-772
| -2% | -$25.6K | 0.12% | 73 |
|
|
2023
Q2 | $1.53M | Sell |
41,607
-1,576
| -4% | -$57.8K | 0.13% | 69 |
|
|
2023
Q1 | $1.76M | Sell |
43,183
-1,388
| -3% | -$56.6K | 0.16% | 64 |
|
|
2022
Q4 | $2.28M | Buy |
44,571
+1,453
| +3% | +$74.5K | 0.22% | 63 |
|
|
2022
Q3 | $1.89M | Buy |
43,118
+1
| +0% | +$44 | 0.2% | 61 |
|
|
2022
Q2 | $2.26M | Buy |
43,117
+1,119
| +3% | +$58.7K | 0.24% | 54 |
|
|
2022
Q1 | $2.17M | Buy |
41,998
+42
| +0.1% | +$2.17K | 0.23% | 54 |
|
|
2021
Q4 | $2.48M | Sell |
41,956
-3
| -0% | -$177 | 0.25% | 48 |
|
|
2021
Q3 | $1.81M | Sell |
41,959
-149
| -0.4% | -$6.41K | 0.2% | 51 |
|
|
2021
Q2 | $1.65M | Buy |
42,108
+783
| +2% | +$30.7K | 0.19% | 50 |
|
|
2021
Q1 | $1.5M | Sell |
41,325
-752
| -2% | -$27.2K | 0.2% | 47 |
|
|
2020
Q4 | $1.55M | Buy |
+42,077
| New | +$1.55M | 0.23% | 41 |
|