WAM
Weinberger Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
15,115
-1,693
| -10% | -$41K | 0.14% | 68 |
|
|
2025
Q1 | $426K | Sell |
16,808
-296
| -2% | -$7.5K | 0.18% | 62 |
|
|
2024
Q4 | $454K | Sell |
17,104
-45
| -0.3% | -$1.19K | 0.19% | 61 |
|
|
2024
Q3 | $496K | Buy |
17,149
+4
| +0% | +$116 | 0.21% | 60 |
|
|
2024
Q2 | $480K | Sell |
17,145
-496
| -3% | -$13.9K | 0.23% | 58 |
|
|
2024
Q1 | $490K | Sell |
17,641
-4,315
| -20% | -$120K | 0.24% | 56 |
|
|
2023
Q4 | $632K | Sell |
21,956
-759
| -3% | -$21.9K | 0.33% | 46 |
|
|
2023
Q3 | $753K | Buy |
22,715
+299
| +1% | +$9.92K | 0.43% | 43 |
|
|
2023
Q2 | $822K | Sell |
22,416
-586
| -3% | -$21.5K | 0.45% | 42 |
|
|
2023
Q1 | $938K | Hold |
23,002
| – | – | 0.55% | 38 |
|
|
2022
Q4 | $1.18M | Sell |
23,002
-200
| -0.9% | -$10.2K | 0.72% | 31 |
|
|
2022
Q3 | $1.02M | Buy |
23,202
+212
| +0.9% | +$9.28K | 0.7% | 31 |
|
|
2022
Q2 | $1.21M | Buy |
+22,990
| New | +$1.21M | 0.8% | 29 |
|