KSWA
Kathleen S. Wright Associates’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
11,225
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $269K | Hold |
11,225
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $296K | Sell |
11,225
-775
| -6% | -$20.4K | 0.12% | 94 |
|
|
2024
Q3 | $353K | Hold |
12,000
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $350K | Hold |
12,000
| – | – | 0.16% | 87 |
|
|
2024
Q1 | $313K | Buy |
12,000
+2,000
| +20% | +$52.2K | 0.15% | 90 |
|
|
2023
Q4 | $282K | Hold |
10,000
| – | – | 0.14% | 90 |
|
|
2023
Q3 | $334K | Buy |
+10,000
| New | +$334K | 0.19% | 82 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$408K | – | 170 |
|
|
2023
Q1 | $408K | Hold |
10,000
| – | – | 0.27% | 65 |
|
|
2022
Q4 | $512K | Hold |
10,000
| – | – | 0.35% | 63 |
|
|
2022
Q3 | $438K | Hold |
10,000
| – | – | 0.36% | 61 |
|
|
2022
Q2 | $524K | Hold |
10,000
| – | – | 0.44% | 51 |
|
|
2022
Q1 | $518K | Hold |
10,000
| – | – | 0.38% | 55 |
|
|
2021
Q4 | $591K | Buy |
+10,000
| New | +$591K | 0.43% | 54 |
|