WAOTB
Wealth Advisors of Tampa Bay’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
140,770
-860
| -0.6% | -$20.8K | 1.29% | 34 |
|
|
2025
Q1 | $3.59M | Buy |
141,630
+68,060
| +93% | +$1.72M | 1.46% | 32 |
|
|
2024
Q4 | $1.95M | Sell |
73,570
-74,043
| -50% | -$1.96M | 0.84% | 41 |
|
|
2024
Q3 | $4.27M | Buy |
147,613
+3,174
| +2% | +$91.9K | 1.78% | 23 |
|
|
2024
Q2 | $4.04M | Buy |
144,439
+3,800
| +3% | +$106K | 1.88% | 20 |
|
|
2024
Q1 | $3.9M | Buy |
140,639
+46,887
| +50% | +$1.3M | 1.85% | 20 |
|
|
2023
Q4 | $2.7M | Sell |
93,752
-94,008
| -50% | -$2.71M | 1.36% | 32 |
|
|
2023
Q3 | $6.23M | Buy |
187,760
+99,310
| +112% | +$3.29M | 1.71% | 22 |
|
|
2023
Q2 | $3.24M | Buy |
88,450
+643
| +0.7% | +$23.6K | 1.78% | 23 |
|
|
2023
Q1 | $3.58M | Buy |
87,807
+1,116
| +1% | +$45.5K | 2.05% | 19 |
|
|
2022
Q4 | $4.44M | Sell |
86,691
-379
| -0.4% | -$19.4K | 2.75% | 10 |
|
|
2022
Q3 | $3.81M | Sell |
87,070
-85,028
| -49% | -$3.72M | 2.61% | 10 |
|
|
2022
Q2 | $9.02M | Sell |
172,098
-3,810
| -2% | -$200K | 2.79% | 6 |
|
|
2022
Q1 | $9.11M | Buy |
175,908
+890
| +0.5% | +$46.1K | 2.46% | 8 |
|
|
2021
Q4 | $10.3M | Buy |
175,018
+88,684
| +103% | +$5.24M | 2.54% | 5 |
|
|
2021
Q3 | $3.71M | Sell |
86,334
-519
| -0.6% | -$22.3K | 2.05% | 12 |
|
|
2021
Q2 | $3.4M | Sell |
86,853
-394
| -0.5% | -$15.4K | 1.89% | 18 |
|
|
2021
Q1 | $3.16M | Buy |
87,247
+16,832
| +24% | +$610K | 1.87% | 17 |
|
|
2020
Q4 | $2.59M | Buy |
70,415
+319
| +0.5% | +$11.7K | 1.81% | 24 |
|
|
2020
Q3 | $2.57M | Buy |
70,096
+816
| +1% | +$30K | 1.91% | 20 |
|
|
2020
Q2 | $2.27M | Sell |
69,280
-269
| -0.4% | -$8.8K | 1.89% | 22 |
|
|
2020
Q1 | $2.27M | Buy |
+69,549
| New | +$2.27M | 2.54% | 15 |
|