VWA
Visionary Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
195,524
+1,619
| +0.8% | +$39.2K | 0.24% | 100 |
|
|
2025
Q1 | $4.91M | Sell |
193,905
-24,900
| -11% | -$631K | 0.3% | 88 |
|
|
2024
Q4 | $5.8M | Buy |
218,805
+7,955
| +4% | +$211K | 0.34% | 81 |
|
|
2024
Q3 | $6.1M | Sell |
210,850
-2,019
| -0.9% | -$58.4K | 0.37% | 78 |
|
|
2024
Q2 | $5.96M | Buy |
212,869
+61
| +0% | +$1.71K | 0.39% | 73 |
|
|
2024
Q1 | $5.91M | Buy |
212,808
+1,980
| +0.9% | +$54.9K | 0.4% | 73 |
|
|
2023
Q4 | $6.07M | Sell |
210,828
-2,832
| -1% | -$81.5K | 0.45% | 60 |
|
|
2023
Q3 | $7.09M | Buy |
213,660
+1,855
| +0.9% | +$61.5K | 0.57% | 47 |
|
|
2023
Q2 | $7.77M | Buy |
211,805
+1,873
| +0.9% | +$68.7K | 0.62% | 36 |
|
|
2023
Q1 | $8.57M | Sell |
209,932
-19,702
| -9% | -$804K | 0.73% | 33 |
|
|
2022
Q4 | $11.8M | Sell |
229,634
-4,445
| -2% | -$228K | 1.09% | 20 |
|
|
2022
Q3 | $10.2M | Sell |
234,079
-1,873
| -0.8% | -$82K | 1.06% | 22 |
|
|
2022
Q2 | $12.4M | Sell |
235,952
-76,698
| -25% | -$4.02M | 1.11% | 18 |
|
|
2022
Q1 | $16.2M | Buy |
312,650
+7,021
| +2% | +$363K | 1.3% | 16 |
|
|
2021
Q4 | $18M | Buy |
305,629
+851
| +0.3% | +$50.3K | 1.48% | 17 |
|
|
2021
Q3 | $13.1M | Sell |
304,778
-6,663
| -2% | -$287K | 1.35% | 21 |
|
|
2021
Q2 | $12.2M | Buy |
311,441
+1,242
| +0.4% | +$48.6K | 1.23% | 24 |
|
|
2021
Q1 | $11.2M | Buy |
310,199
+15,362
| +5% | +$557K | 1.18% | 23 |
|
|
2020
Q4 | $10.9M | Buy |
294,837
+8,220
| +3% | +$303K | 1.22% | 23 |
|
|
2020
Q3 | $10.5M | Buy |
286,617
+13,942
| +5% | +$512K | 1.48% | 17 |
|
|
2020
Q2 | $8.92M | Buy |
272,675
+20,596
| +8% | +$674K | 1.36% | 20 |
|
|
2020
Q1 | $8.23M | Buy |
252,079
+13,778
| +6% | +$450K | 1.55% | 17 |
|
|
2019
Q4 | $9.34M | Buy |
+238,301
| New | +$9.34M | 1.67% | 17 |
|