WAP
Wealthcare Advisory Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
154,736
+27,341
| +21% | +$663K | 0.09% | 194 |
|
|
2025
Q1 | $3.23M | Sell |
127,395
-27,649
| -18% | -$701K | 0.09% | 201 |
|
|
2024
Q4 | $4.11M | Buy |
155,044
+2,324
| +2% | +$61.7K | 0.11% | 155 |
|
|
2024
Q3 | $4.42M | Buy |
152,720
+18,261
| +14% | +$528K | 0.13% | 144 |
|
|
2024
Q2 | $3.76M | Buy |
134,459
+4,591
| +4% | +$128K | 0.12% | 143 |
|
|
2024
Q1 | $3.6M | Buy |
129,868
+77,868
| +150% | +$2.16M | 0.12% | 147 |
|
|
2023
Q4 | $1.5M | Sell |
52,000
-4,638
| -8% | -$134K | 0.06% | 244 |
|
|
2023
Q3 | $1.88M | Sell |
56,638
-6,398
| -10% | -$212K | 0.09% | 182 |
|
|
2023
Q2 | $2.31M | Sell |
63,036
-4,565
| -7% | -$167K | 0.1% | 162 |
|
|
2023
Q1 | $2.76M | Sell |
67,601
-248
| -0.4% | -$10.1K | 0.12% | 144 |
|
|
2022
Q4 | $3.48M | Buy |
67,849
+6,929
| +11% | +$355K | 0.17% | 105 |
|
|
2022
Q3 | $2.67M | Buy |
60,920
+11,253
| +23% | +$492K | 0.15% | 114 |
|
|
2022
Q2 | $2.6M | Buy |
49,667
+2,425
| +5% | +$127K | 0.16% | 99 |
|
|
2022
Q1 | $2.45M | Sell |
47,242
-639
| -1% | -$33.1K | 0.15% | 85 |
|
|
2021
Q4 | $2.83M | Buy |
47,881
+729
| +2% | +$43K | 0.17% | 76 |
|
|
2021
Q3 | $2.03M | Buy |
47,152
+1,337
| +3% | +$57.5K | 0.13% | 105 |
|
|
2021
Q2 | $1.79M | Buy |
45,815
+783
| +2% | +$30.7K | 0.12% | 114 |
|
|
2021
Q1 | $1.63M | Buy |
45,032
+4,440
| +11% | +$161K | 0.12% | 111 |
|
|
2020
Q4 | $1.49M | Buy |
40,592
+11,923
| +42% | +$439K | 0.13% | 95 |
|
|
2020
Q3 | $1.05M | Buy |
28,669
+1,265
| +5% | +$46.4K | 0.12% | 116 |
|
|
2020
Q2 | $896K | Buy |
27,404
+822
| +3% | +$26.9K | 0.11% | 113 |
|
|
2020
Q1 | $868K | Sell |
26,582
-3,228
| -11% | -$105K | 0.13% | 102 |
|
|
2019
Q4 | $1.17M | Buy |
29,810
+3,663
| +14% | +$144K | 0.15% | 86 |
|
|
2019
Q3 | $939K | Buy |
26,147
+647
| +3% | +$23.2K | 0.14% | 90 |
|
|
2019
Q2 | $1.11M | Buy |
25,500
+168
| +0.7% | +$7.28K | 0.18% | 74 |
|
|
2019
Q1 | $1.08M | Buy |
25,332
+1,570
| +7% | +$66.7K | 0.18% | 70 |
|
|
2018
Q4 | $1.04M | Sell |
23,762
-1,233
| -5% | -$53.8K | 0.2% | 71 |
|
|
2018
Q3 | $1.1M | Buy |
24,995
+727
| +3% | +$32.1K | 0.2% | 70 |
|
|
2018
Q2 | $880K | Buy |
24,268
+3,808
| +19% | +$138K | 0.17% | 75 |
|
|
2018
Q1 | $726K | Sell |
20,460
-2,370
| -10% | -$84.1K | 0.16% | 82 |
|
|
2017
Q4 | $827K | Buy |
22,830
+4,731
| +26% | +$171K | 0.21% | 61 |
|
|
2017
Q3 | $646K | Buy |
18,099
+16,294
| +903% | +$582K | 0.19% | 66 |
|
|
2017
Q2 | $61K | Buy |
1,805
+393
| +28% | +$13.3K | 0.03% | 44 |
|
|
2017
Q1 | $48K | Hold |
1,412
| – | – | 0.03% | 43 |
|
|
2016
Q4 | $46K | Hold |
1,412
| – | – | 0.03% | 46 |
|
|
2016
Q3 | $48K | Hold |
1,412
| – | – | 0.03% | 37 |
|
|
2016
Q2 | $50K | Buy |
+1,412
| New | +$50K | 0.04% | 50 |
|