WKWM
Walter & Keenan Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
44,725
-15,584
| -26% | -$378K | 0.32% | 70 |
|
|
2025
Q1 | $1.53M | Sell |
60,309
-3,645
| -6% | -$92.4K | 0.46% | 57 |
|
|
2024
Q4 | $1.7M | Sell |
63,954
-27,314
| -30% | -$725K | 0.51% | 54 |
|
|
2024
Q3 | $2.64M | Sell |
91,268
-13,016
| -12% | -$377K | 0.8% | 39 |
|
|
2024
Q2 | $2.92M | Sell |
104,284
-10,164
| -9% | -$284K | 0.93% | 34 |
|
|
2024
Q1 | $3.18M | Sell |
114,448
-6,463
| -5% | -$179K | 1.04% | 30 |
|
|
2023
Q4 | $3.48M | Sell |
120,911
-5,726
| -5% | -$165K | 1.25% | 24 |
|
|
2023
Q3 | $4.2M | Sell |
126,637
-210
| -0.2% | -$6.97K | 1.64% | 17 |
|
|
2023
Q2 | $4.65M | Sell |
126,847
-3,320
| -3% | -$122K | 1.71% | 13 |
|
|
2023
Q1 | $5.31M | Buy |
130,167
+5,233
| +4% | +$214K | 2.02% | 11 |
|
|
2022
Q4 | $6.4M | Buy |
124,934
+1,121
| +0.9% | +$57.4K | 2.52% | 10 |
|
|
2022
Q3 | $5.42M | Buy |
123,813
+2,347
| +2% | +$103K | 2.3% | 10 |
|
|
2022
Q2 | $6.37M | Buy |
121,466
+154
| +0.1% | +$8.07K | 2.52% | 8 |
|
|
2022
Q1 | $6.28M | Buy |
121,312
+604
| +0.5% | +$31.3K | 2.13% | 10 |
|
|
2021
Q4 | $7.13M | Sell |
120,708
-7,999
| -6% | -$472K | 2.32% | 10 |
|
|
2021
Q3 | $5.54M | Buy |
128,707
+581
| +0.5% | +$25K | 1.88% | 15 |
|
|
2021
Q2 | $5.02M | Sell |
128,126
-3,089
| -2% | -$121K | 1.73% | 17 |
|
|
2021
Q1 | $4.75M | Buy |
131,215
+1,468
| +1% | +$53.2K | 1.68% | 17 |
|
|
2020
Q4 | $4.78M | Buy |
129,747
+4,570
| +4% | +$168K | 1.73% | 16 |
|
|
2020
Q3 | $4.59M | Buy |
125,177
+2,918
| +2% | +$107K | 1.82% | 15 |
|
|
2020
Q2 | $4M | Buy |
122,259
+115,659
| +1,752% | +$3.78M | 1.62% | 18 |
|
|
2020
Q1 | $210K | Sell |
6,600
-104,066
| -94% | -$3.31M | 0.08% | 105 |
|
|
2019
Q4 | $4.34M | Sell |
110,666
-36,316
| -25% | -$1.42M | 1.67% | 18 |
|
|
2019
Q3 | $5.28M | Buy |
146,982
+18,884
| +15% | +$678K | 2% | 13 |
|
|
2019
Q2 | $5.55M | Hold |
128,098
| – | – | 2.44% | 9 |
|
|
2019
Q1 | $5.44M | Sell |
128,098
-593
| -0.5% | -$25.2K | 2.39% | 11 |
|
|
2018
Q4 | $5.62M | Sell |
128,691
-550
| -0.4% | -$24K | 2.53% | 9 |
|
|
2018
Q3 | $5.7K | Buy |
129,241
+1,128
| +0.9% | +$50 | 1.71% | 9 |
|
|
2018
Q2 | $4.65M | Sell |
128,113
-3,100
| -2% | -$112K | 2% | 11 |
|
|
2018
Q1 | $4.66M | Sell |
131,213
-1,170,000
| -90% | -$41.5M | 2.01% | 10 |
|
|
2017
Q4 | $4.72M | Buy |
1,301,213
+1,178,740
| +962% | +$4.27M | 1.98% | 13 |
|
|
2017
Q3 | $4.37M | Sell |
122,473
-6,166
| -5% | -$220K | 2.02% | 13 |
|
|
2017
Q2 | $4.32M | Buy |
128,639
+785
| +0.6% | +$26.4K | 2.17% | 9 |
|
|
2017
Q1 | $4.37M | Sell |
127,854
-8,376
| -6% | -$287K | 2.27% | 9 |
|
|
2016
Q4 | $4.43M | Buy |
136,230
+838
| +0.6% | +$27.2K | 2.35% | 8 |
|
|
2016
Q3 | $4.59M | Buy |
135,392
+4,379
| +3% | +$148K | 2.53% | 7 |
|
|
2016
Q2 | $4.61M | Sell |
131,013
-3,215
| -2% | -$113K | 2.57% | 7 |
|
|
2016
Q1 | $3.98M | Buy |
134,228
+12,695
| +10% | +$376K | 2.28% | 9 |
|
|
2015
Q4 | $3.92M | Buy |
121,533
+54,917
| +82% | +$1.77M | 2.29% | 11 |
|
|
2015
Q3 | $2.09M | Buy |
66,616
+5,176
| +8% | +$163K | 1.29% | 24 |
|
|
2015
Q2 | $2.06M | Buy |
61,440
+2,048
| +3% | +$68.7K | 1.2% | 27 |
|
|
2015
Q1 | $2.07M | Hold |
59,392
| – | – | 1.17% | 29 |
|
|
2014
Q4 | $1.85M | Sell |
59,392
-1,576
| -3% | -$49.1K | 1.05% | 32 |
|
|
2014
Q3 | $1.8M | Buy |
60,968
+1,000
| +2% | +$29.6K | 1.06% | 32 |
|
|
2014
Q2 | $1.78M | Buy |
59,968
+1,007
| +2% | +$29.9K | 0.93% | 36 |
|
|
2014
Q1 | $1.89M | Buy |
+58,961
| New | +$1.89M | 1.04% | 33 |
|