Wambolt & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,644
| Closed | -$203K | – | 181 |
|
|
2024
Q4 | $203K | Sell |
7,644
-2,559
| -25% | -$67.9K | 0.06% | 182 |
|
|
2024
Q3 | $293K | Sell |
10,203
-4,713
| -32% | -$135K | 0.08% | 168 |
|
|
2024
Q2 | $421K | Sell |
14,916
-3,789
| -20% | -$107K | 0.12% | 140 |
|
|
2024
Q1 | $519K | Sell |
18,705
-19,334
| -51% | -$536K | 0.16% | 136 |
|
|
2023
Q4 | $1.1M | Sell |
38,039
-12,984
| -25% | -$374K | 0.36% | 97 |
|
|
2023
Q3 | $1.73M | Buy |
51,023
+1,586
| +3% | +$53.8K | 0.63% | 45 |
|
|
2023
Q2 | $1.81M | Sell |
49,437
-3,013
| -6% | -$111K | 0.65% | 43 |
|
|
2023
Q1 | $2.17M | Buy |
52,450
+15
| +0% | +$620 | 0.77% | 32 |
|
|
2022
Q4 | $2.69M | Buy |
52,435
+280
| +0.5% | +$14.3K | 1.03% | 17 |
|
|
2022
Q3 | $2.28M | Sell |
52,155
-108
| -0.2% | -$4.73K | 0.97% | 17 |
|
|
2022
Q2 | $2.74M | Buy |
52,263
+2,654
| +5% | +$139K | 1.1% | 10 |
|
|
2022
Q1 | $2.56M | Sell |
49,609
-868
| -2% | -$44.8K | 0.93% | 18 |
|
|
2021
Q4 | $2.98M | Buy |
50,477
+2,004
| +4% | +$118K | 1.08% | 15 |
|
|
2021
Q3 | $2.08M | Buy |
48,473
+4,990
| +11% | +$214K | 0.83% | 26 |
|
|
2021
Q2 | $1.72M | Buy |
43,483
+2,646
| +6% | +$105K | 0.73% | 37 |
|
|
2021
Q1 | $1.48M | Buy |
40,837
+3,594
| +10% | +$130K | 0.77% | 38 |
|
|
2020
Q4 | $1.37M | Buy |
37,243
+6,180
| +20% | +$228K | 0.82% | 37 |
|
|
2020
Q3 | $1.08M | Buy |
31,063
+4,755
| +18% | +$166K | 0.81% | 34 |
|
|
2020
Q2 | $816K | Buy |
26,308
+8,142
| +45% | +$253K | 0.64% | 52 |
|
|
2020
Q1 | $563K | Buy |
18,166
+605
| +3% | +$18.8K | 0.58% | 61 |
|
|
2019
Q4 | $653K | Buy |
17,561
+1,319
| +8% | +$49K | 0.5% | 69 |
|
|
2019
Q3 | $554K | Sell |
16,242
-74
| -0.5% | -$2.52K | 0.46% | 69 |
|
|
2019
Q2 | $671K | Buy |
16,316
+2,445
| +18% | +$101K | 0.57% | 58 |
|
|
2019
Q1 | $564K | Buy |
13,871
+2,012
| +17% | +$81.8K | 0.51% | 62 |
|
|
2018
Q4 | $491K | Buy |
+11,859
| New | +$491K | 0.54% | 54 |
|