WCFA
Walkner Condon Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+8,905
| New | +$216K | 0.04% | 261 |
|
|
2024
Q4 | – | Sell |
-8,882
| Closed | -$257K | – | 291 |
|
|
2024
Q3 | $257K | Buy |
+8,882
| New | +$257K | 0.05% | 231 |
|
|
2023
Q3 | – | Sell |
-5,622
| Closed | -$206K | – | 251 |
|
|
2023
Q2 | $206K | Buy |
5,622
+390
| +7% | +$14.3K | 0.05% | 231 |
|
|
2023
Q1 | $213K | Sell |
5,232
-1,001
| -16% | -$40.8K | 0.06% | 218 |
|
|
2022
Q4 | $319K | Buy |
6,233
+57
| +0.9% | +$2.92K | 0.1% | 158 |
|
|
2022
Q3 | $270K | Buy |
6,176
+187
| +3% | +$8.18K | 0.09% | 171 |
|
|
2022
Q2 | $314K | Buy |
+5,989
| New | +$314K | 0.1% | 165 |
|
|
2022
Q1 | – | Sell |
-4,530
| Closed | -$267K | – | 220 |
|
|
2021
Q4 | $267K | Sell |
4,530
-472
| -9% | -$27.8K | 0.17% | 105 |
|
|
2021
Q3 | $215K | Buy |
+5,002
| New | +$215K | 0.11% | 134 |
|