WAM
Walker Asset Management’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $349K | Buy |
14,402
+1,540
| +12% | +$37.3K | 0.2% | 86 |
|
2025
Q1 | $326K | Buy |
12,862
+1,264
| +11% | +$32K | 0.2% | 88 |
|
2024
Q4 | $308K | Buy |
11,598
+513
| +5% | +$13.6K | 0.19% | 96 |
|
2024
Q3 | $321K | Buy |
11,085
+766
| +7% | +$22.2K | 0.2% | 95 |
|
2024
Q2 | $289K | Buy |
10,319
+340
| +3% | +$9.51K | 0.19% | 100 |
|
2024
Q1 | $277K | Buy |
9,979
+1,452
| +17% | +$40.3K | 0.18% | 107 |
|
2023
Q4 | $245K | Buy |
+8,527
| New | +$245K | 0.18% | 110 |
|
2023
Q3 | – | Sell |
-5,804
| Closed | -$213K | – | 96 |
|
2023
Q2 | $213K | Sell |
5,804
-31
| -0.5% | -$1.14K | 0.18% | 88 |
|
2023
Q1 | $238K | Sell |
5,835
-47
| -0.8% | -$1.92K | 0.21% | 79 |
|
2022
Q4 | $301K | Buy |
5,882
+373
| +7% | +$19.1K | 0.26% | 55 |
|
2022
Q3 | $241K | Sell |
5,509
-78
| -1% | -$3.41K | 0.22% | 64 |
|
2022
Q2 | $293K | Sell |
5,587
-157
| -3% | -$8.23K | 0.26% | 56 |
|
2022
Q1 | $297K | Buy |
5,744
+13
| +0.2% | +$672 | 0.24% | 64 |
|
2021
Q4 | $338K | Buy |
+5,731
| New | +$338K | 0.3% | 47 |
|