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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

PFE holding history

Pfizer Inc in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q4 2024 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of PFE by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−85,556−100.0%Sold outHolders
Q3 202485,556$2.48M0.3%+1,403+1.7%AddedHolders
Q2 202484,153$2.35M0.3%+20,001+31.2%AddedHolders
Q1 202464,152$1.78M0.3%+64,152NewHolders
Q4 20230$00.0%−81,997−100.0%Sold outHolders
Q3 202381,997$2.72M0.5%−22,017−21.2%ReducedHolders
Q2 2023104,014$3.82M0.7%+24,462+30.7%AddedHolders
Q1 202379,552$3.25M0.6%−916−1.1%ReducedHolders
Q4 202280,468$4.12M0.9%−1,268−1.6%ReducedHolders
Q3 202281,736$3.58M0.8%+1,321+1.6%AddedHolders
Q2 202280,415$4.22M0.9%+1,185+1.5%AddedHolders
Q1 202279,230$4.10M0.7%−37,765−32.3%ReducedHolders
Q4 2021116,995$6.91M1.2%+25,571+28.0%AddedHolders
Q3 202191,424$3.93M0.7%−320−0.3%ReducedHolders
Q2 202191,744$3.59M0.6%+2,595+2.9%AddedHolders
Q1 202189,149$3.23M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.