World Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.12M | Buy |
334,805
+181,370
| +118% | +$4.4M | 0.18% | 128 |
|
2025
Q1 | $3.89M | Buy |
153,435
+19,057
| +14% | +$483K | 0.1% | 238 |
|
2024
Q4 | $3.57M | Buy |
134,378
+7,113
| +6% | +$189K | 0.1% | 237 |
|
2024
Q3 | $3.68M | Buy |
127,265
+48,281
| +61% | +$1.4M | 0.12% | 200 |
|
2024
Q2 | $2.21M | Buy |
+78,984
| New | +$2.21M | 0.14% | 155 |
|
2024
Q1 | – | Sell |
-9,030
| Closed | -$260K | – | 452 |
|
2023
Q4 | $260K | Buy |
+9,030
| New | +$260K | 0.03% | 328 |
|
2019
Q1 | – | Sell |
-11,853
| Closed | -$471K | – | 148 |
|
2018
Q4 | $471K | Buy |
+11,853
| New | +$471K | 0.21% | 73 |
|