WWA
WCG Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
104,890
+27,352
| +35% | +$663K | 0.16% | 133 |
|
|
2025
Q1 | $1.96M | Buy |
77,538
+21,431
| +38% | +$543K | 0.15% | 143 |
|
|
2024
Q4 | $1.49M | Buy |
56,107
+1,151
| +2% | +$30.5K | 0.1% | 173 |
|
|
2024
Q3 | $1.59M | Buy |
54,956
+22,609
| +70% | +$654K | 0.11% | 174 |
|
|
2024
Q2 | $905K | Buy |
32,347
+4,295
| +15% | +$120K | 0.07% | 203 |
|
|
2024
Q1 | $778K | Buy |
28,052
+641
| +2% | +$17.8K | 0.07% | 201 |
|
|
2023
Q4 | $789K | Sell |
27,411
-15,011
| -35% | -$432K | 0.06% | 214 |
|
|
2023
Q3 | $1.46M | Buy |
42,422
+17,874
| +73% | +$615K | 0.11% | 160 |
|
|
2023
Q2 | $922K | Buy |
24,548
+10,456
| +74% | +$393K | 0.11% | 116 |
|
|
2023
Q1 | $575K | Sell |
14,092
-445
| -3% | -$18.2K | 0.07% | 137 |
|
|
2022
Q4 | $745K | Buy |
14,537
+2,472
| +20% | +$127K | 0.1% | 122 |
|
|
2022
Q3 | $660K | Sell |
12,065
-1,392
| -10% | -$76.1K | 0.09% | 160 |
|
|
2022
Q2 | $706K | Buy |
+13,457
| New | +$706K | 0.1% | 146 |
|