WMA
Wealth Management Associates’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
55,833
+1,113
| +2% | +$27K | 0.53% | 43 |
|
|
2025
Q1 | $1.39M | Buy |
54,720
+5,053
| +10% | +$128K | 0.59% | 40 |
|
|
2024
Q4 | $1.32M | Buy |
49,667
+1,187
| +2% | +$31.5K | 0.56% | 42 |
|
|
2024
Q3 | $1.4M | Buy |
48,480
+843
| +2% | +$24.4K | 0.62% | 37 |
|
|
2024
Q2 | $1.33M | Hold |
47,637
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $1.33M | Buy |
47,637
+3,822
| +9% | +$107K | 0.63% | 39 |
|
|
2023
Q4 | $1.26M | Buy |
43,815
+2,788
| +7% | +$80.3K | 0.67% | 36 |
|
|
2023
Q3 | $1.36M | Buy |
41,027
+459
| +1% | +$15.2K | 0.79% | 28 |
|
|
2023
Q2 | $1.49M | Sell |
40,568
-529
| -1% | -$19.4K | 0.84% | 26 |
|
|
2023
Q1 | $1.68M | Sell |
41,097
-264
| -0.6% | -$10.8K | 1.04% | 23 |
|
|
2022
Q4 | $2.12M | Sell |
41,361
-2,453
| -6% | -$126K | 1.41% | 16 |
|
|
2022
Q3 | $1.92M | Sell |
43,814
-246
| -0.6% | -$10.8K | 1.35% | 15 |
|
|
2022
Q2 | $2.31M | Sell |
44,060
-3,465
| -7% | -$182K | 1.58% | 13 |
|
|
2022
Q1 | $2.46M | Buy |
47,525
+2,606
| +6% | +$135K | 1.4% | 13 |
|
|
2021
Q4 | $2.65M | Buy |
44,919
+3,433
| +8% | +$203K | 1.43% | 13 |
|
|
2021
Q3 | $1.78M | Sell |
41,486
-90
| -0.2% | -$3.87K | 1.04% | 18 |
|
|
2021
Q2 | $1.63M | Sell |
41,576
-271
| -0.6% | -$10.6K | 0.92% | 20 |
|
|
2021
Q1 | $1.52M | Sell |
41,847
-8,656
| -17% | -$314K | 0.96% | 21 |
|
|
2020
Q4 | $1.86M | Buy |
50,503
+5,462
| +12% | +$201K | 1.22% | 16 |
|
|
2020
Q3 | $1.65M | Buy |
45,041
+8,092
| +22% | +$297K | 1.28% | 17 |
|
|
2020
Q2 | $1.21M | Buy |
36,949
+1,706
| +5% | +$55.8K | 1.02% | 23 |
|
|
2020
Q1 | $1.15M | Buy |
35,243
+1,528
| +5% | +$49.9K | 1.16% | 20 |
|
|
2019
Q4 | $1.32M | Buy |
33,715
+3,298
| +11% | +$129K | 0.95% | 25 |
|
|
2019
Q3 | $1.09M | Buy |
30,417
+2,957
| +11% | +$106K | 0.88% | 26 |
|
|
2019
Q2 | $1.19M | Buy |
27,460
+608
| +2% | +$26.3K | 1.18% | 26 |
|
|
2019
Q1 | $1.14M | Buy |
26,852
+2,776
| +12% | +$118K | 1.24% | 25 |
|
|
2018
Q4 | $1.05M | Buy |
+24,076
| New | +$1.05M | 1.42% | 22 |
|