W Advisors LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,723
| Closed | -$297K | – | 132 |
|
|
2025
Q1 | $297K | Buy |
+11,723
| New | +$297K | 0.19% | 98 |
|
|
2024
Q4 | – | Sell |
-12,507
| Closed | -$362K | – | 121 |
|
|
2024
Q3 | $362K | Buy |
12,507
+169
| +1% | +$4.89K | 0.22% | 85 |
|
|
2024
Q2 | $345K | Buy |
12,338
+298
| +2% | +$8.34K | 0.23% | 80 |
|
|
2024
Q1 | $334K | Buy |
12,040
+75
| +0.6% | +$2.08K | 0.23% | 84 |
|
|
2023
Q4 | $344K | Buy |
11,965
+1,513
| +14% | +$43.6K | 0.26% | 77 |
|
|
2023
Q3 | $347K | Sell |
10,452
-861
| -8% | -$28.6K | 0.28% | 71 |
|
|
2023
Q2 | $415K | Buy |
11,313
+98
| +0.9% | +$3.6K | 0.33% | 67 |
|
|
2023
Q1 | $458K | Sell |
11,215
-533
| -5% | -$21.7K | 0.38% | 63 |
|
|
2022
Q4 | $602K | Buy |
11,748
+83
| +0.7% | +$4.25K | 0.5% | 47 |
|
|
2022
Q3 | $511K | Sell |
11,665
-8
| -0.1% | -$350 | 0.48% | 55 |
|
|
2022
Q2 | $612K | Buy |
11,673
+106
| +0.9% | +$5.56K | 0.53% | 49 |
|
|
2022
Q1 | $598K | Buy |
11,567
+760
| +7% | +$39.3K | 0.45% | 57 |
|
|
2021
Q4 | $638K | Buy |
+10,807
| New | +$638K | 0.48% | 53 |
|