U.S. Capital Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
461,949
+61,977
| +15% | +$1.5M | 0.33% | 72 |
|
|
2025
Q1 | $10.1M | Buy |
399,972
+99,278
| +33% | +$2.52M | 0.31% | 75 |
|
|
2024
Q4 | $7.98M | Sell |
300,694
-139,064
| -32% | -$3.69M | 0.25% | 86 |
|
|
2024
Q3 | $12.7M | Buy |
439,758
+845
| +0.2% | +$24.5K | 0.45% | 54 |
|
|
2024
Q2 | $12.3M | Sell |
438,913
-38,342
| -8% | -$1.07M | 0.47% | 51 |
|
|
2024
Q1 | $13.2M | Buy |
477,255
+79,830
| +20% | +$2.22M | 0.51% | 41 |
|
|
2023
Q4 | $11.4M | Sell |
397,425
-105,745
| -21% | -$3.04M | 0.45% | 46 |
|
|
2023
Q3 | $16.7M | Buy |
503,170
+78,421
| +18% | +$2.6M | 0.75% | 23 |
|
|
2023
Q2 | $15.6M | Buy |
424,749
+45,145
| +12% | +$1.66M | 0.74% | 24 |
|
|
2023
Q1 | $15.5M | Buy |
379,604
+17,572
| +5% | +$717K | 0.72% | 23 |
|
|
2022
Q4 | $18.6M | Sell |
362,032
-55,527
| -13% | -$2.85M | 0.86% | 20 |
|
|
2022
Q3 | $18.3M | Sell |
417,559
-152,927
| -27% | -$6.69M | 0.92% | 16 |
|
|
2022
Q2 | $29.9M | Buy |
570,486
+27,140
| +5% | +$1.42M | 1.31% | 9 |
|
|
2022
Q1 | $28.1M | Sell |
543,346
-38,074
| -7% | -$1.97M | 1.03% | 13 |
|
|
2021
Q4 | $34.3M | Sell |
581,420
-62,021
| -10% | -$3.66M | 1.36% | 8 |
|
|
2021
Q3 | $27.5M | Buy |
+643,441
| New | +$27.5M | 1.19% | 11 |
|