VWA
V Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $412K | Sell |
12,433
-18,568
| -60% | -$616K | 0.33% | 64 |
|
|
2023
Q2 | $1.14M | Buy |
31,001
+282
| +0.9% | +$10.3K | 0.19% | 101 |
|
|
2023
Q1 | $1.25M | Buy |
30,719
+1,047
| +4% | +$42.7K | 0.23% | 95 |
|
|
2022
Q4 | $1.52M | Sell |
29,672
-7,205
| -20% | -$369K | 0.31% | 72 |
|
|
2022
Q3 | $1.61M | Buy |
36,877
+2,308
| +7% | +$101K | 0.32% | 67 |
|
|
2022
Q2 | $1.81M | Buy |
34,569
+11,647
| +51% | +$611K | 0.34% | 69 |
|
|
2022
Q1 | $1.19M | Buy |
22,922
+606
| +3% | +$31.4K | 0.19% | 126 |
|
|
2021
Q4 | $1.32M | Sell |
22,316
-1,694
| -7% | -$100K | 0.19% | 126 |
|
|
2021
Q3 | $1.03M | Sell |
24,010
-795
| -3% | -$34.2K | 0.16% | 147 |
|
|
2021
Q2 | $973K | Sell |
24,805
-2,283
| -8% | -$89.6K | 0.15% | 153 |
|
|
2021
Q1 | $981K | Buy |
27,088
+1,379
| +5% | +$49.9K | 0.18% | 143 |
|
|
2020
Q4 | $946K | Buy |
25,709
+9,665
| +60% | +$356K | 0.2% | 135 |
|
|
2020
Q3 | $589K | Sell |
16,044
-2,324
| -13% | -$85.3K | 0.41% | 66 |
|
|
2020
Q2 | $601K | Sell |
18,368
-3,834
| -17% | -$125K | 0.16% | 163 |
|
|
2020
Q1 | $724K | Buy |
22,202
+10,864
| +96% | +$354K | 0.23% | 116 |
|
|
2019
Q4 | $408K | Hold |
11,338
| – | – | 0.15% | 165 |
|
|
2019
Q3 | $408K | Buy |
11,338
+745
| +7% | +$26.8K | 0.15% | 166 |
|
|
2019
Q2 | $454K | Buy |
10,593
+673
| +7% | +$28.8K | 0.17% | 144 |
|
|
2019
Q1 | $393K | Buy |
9,920
+1,753
| +21% | +$69.4K | 0.16% | 146 |
|
|
2018
Q4 | $353K | Sell |
8,167
-1,150
| -12% | -$49.7K | 0.18% | 139 |
|
|
2018
Q3 | $409K | Buy |
9,317
+1,582
| +20% | +$69.4K | 0.19% | 132 |
|
|
2018
Q2 | $288K | Buy |
7,735
+1,953
| +34% | +$72.7K | 0.16% | 153 |
|
|
2018
Q1 | $202K | Sell |
5,782
-16
| -0.3% | -$559 | 0.11% | 195 |
|
|
2017
Q4 | $214K | Buy |
+5,798
| New | +$214K | 0.11% | 185 |
|
|
2017
Q3 | – | Sell |
-5,123
| Closed | -$173K | – | 561 |
|
|
2017
Q2 | $173K | Sell |
5,123
-5,628
| -52% | -$190K | 0.08% | 192 |
|
|
2017
Q1 | $368K | Buy |
+10,751
| New | +$368K | 0.23% | 118 |
|
|
2016
Q4 | – | Sell |
-9,585
| Closed | -$326K | – | 185 |
|
|
2016
Q3 | $326K | Buy |
9,585
+771
| +9% | +$26.2K | 0.26% | 113 |
|
|
2016
Q2 | $311K | Sell |
8,814
-265
| -3% | -$9.35K | 0.25% | 113 |
|
|
2016
Q1 | $272K | Buy |
+9,079
| New | +$272K | 0.22% | 107 |
|