WDA
Wendell David Associates’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
57,037
-1,820
| -3% | -$44.1K | 0.14% | 78 |
|
|
2025
Q1 | $1.49M | Buy |
58,857
+363
| +0.6% | +$9.2K | 0.15% | 76 |
|
|
2024
Q4 | $1.55M | Sell |
58,494
-988
| -2% | -$26.2K | 0.15% | 75 |
|
|
2024
Q3 | $1.72M | Buy |
59,482
+1,189
| +2% | +$34.4K | 0.16% | 74 |
|
|
2024
Q2 | $1.63M | Buy |
58,293
+400
| +0.7% | +$11.2K | 0.17% | 74 |
|
|
2024
Q1 | $1.61M | Sell |
57,893
-2,414
| -4% | -$67K | 0.16% | 76 |
|
|
2023
Q4 | $1.74M | Hold |
60,307
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $2M | Buy |
60,307
+2,843
| +5% | +$94.3K | 0.24% | 73 |
|
|
2023
Q2 | $2.11M | Sell |
57,464
-30
| -0.1% | -$1.1K | 0.24% | 74 |
|
|
2023
Q1 | $2.35M | Buy |
57,494
+1,230
| +2% | +$50.2K | 0.28% | 72 |
|
|
2022
Q4 | $2.88M | Buy |
56,264
+480
| +0.9% | +$24.6K | 0.35% | 64 |
|
|
2022
Q3 | $2.44M | Buy |
55,784
+350
| +0.6% | +$15.3K | 0.33% | 67 |
|
|
2022
Q2 | $2.91M | Sell |
55,434
-18
| -0% | -$944 | 0.37% | 61 |
|
|
2022
Q1 | $2.87M | Hold |
55,452
| – | – | 0.32% | 67 |
|
|
2021
Q4 | $3.27M | Buy |
55,452
+18
| +0% | +$1.06K | 0.33% | 64 |
|
|
2021
Q3 | $2.38M | Hold |
55,434
| – | – | 0.27% | 71 |
|
|
2021
Q2 | $2.17M | Hold |
55,434
| – | – | 0.24% | 72 |
|
|
2021
Q1 | $2.01M | Sell |
55,434
-800
| -1% | -$29K | 0.24% | 70 |
|
|
2020
Q4 | $2.07M | Buy |
56,234
+127
| +0.2% | +$4.68K | 0.25% | 71 |
|
|
2020
Q3 | $2.06M | Buy |
56,107
+1,000
| +2% | +$36.7K | 0.27% | 70 |
|
|
2020
Q2 | $1.8M | Hold |
55,107
| – | – | 0.26% | 69 |
|
|
2020
Q1 | $1.8M | Sell |
55,107
-1,728
| -3% | -$56.4K | 0.3% | 68 |
|
|
2019
Q4 | $2.23M | Sell |
56,835
-1,000
| -2% | -$39.2K | 0.31% | 67 |
|
|
2019
Q3 | $2.08M | Buy |
57,835
+1,505
| +3% | +$54.1K | 0.3% | 67 |
|
|
2019
Q2 | $2.44M | Sell |
56,330
-372
| -0.7% | -$16.1K | 0.37% | 64 |
|
|
2019
Q1 | $2.41M | Sell |
56,702
-1,111
| -2% | -$47.2K | 0.37% | 65 |
|
|
2018
Q4 | $2.52M | Buy |
57,813
+200
| +0.3% | +$8.73K | 0.45% | 61 |
|
|
2018
Q3 | $2.54M | Hold |
57,613
| – | – | 0.4% | 67 |
|
|
2018
Q2 | $2.09M | Buy |
57,613
+1,363
| +2% | +$49.4K | 0.36% | 71 |
|
|
2018
Q1 | $2M | Sell |
56,250
-2,463
| -4% | -$87.4K | 0.36% | 72 |
|
|
2017
Q4 | $2.13M | Sell |
58,713
-300
| -0.5% | -$10.9K | 0.36% | 71 |
|
|
2017
Q3 | $2.11M | Buy |
59,013
+12,322
| +26% | +$440K | 0.37% | 71 |
|
|
2017
Q2 | $1.57M | Sell |
46,691
-1,471
| -3% | -$49.4K | 0.3% | 79 |
|
|
2017
Q1 | $1.65M | Buy |
48,162
+1,502
| +3% | +$51.4K | 0.32% | 78 |
|
|
2016
Q4 | $1.52M | Sell |
46,660
-5,506
| -11% | -$179K | 0.3% | 80 |
|
|
2016
Q3 | $1.77M | Buy |
52,166
+98
| +0.2% | +$3.32K | 0.35% | 72 |
|
|
2016
Q2 | $1.82M | Sell |
52,068
-5,749
| -10% | -$201K | 0.36% | 69 |
|
|
2016
Q1 | $1.74M | Sell |
57,817
-1,688
| -3% | -$50.7K | 0.34% | 74 |
|
|
2015
Q4 | $1.9M | Sell |
59,505
-837
| -1% | -$26.8K | 0.38% | 68 |
|
|
2015
Q3 | $1.87M | Buy |
60,342
+400
| +0.7% | +$12.4K | 0.38% | 69 |
|
|
2015
Q2 | $2.04M | Sell |
59,942
-100
| -0.2% | -$3.4K | 0.4% | 66 |
|
|
2015
Q1 | $2.1M | Hold |
60,042
| – | – | 0.4% | 64 |
|
|
2014
Q4 | $1.86M | Hold |
60,042
| – | – | 0.36% | 67 |
|
|
2014
Q3 | $1.8M | Hold |
60,042
| – | – | 0.38% | 64 |
|
|
2014
Q2 | $1.8M | Sell |
60,042
-187
| -0.3% | -$5.61K | 0.38% | 65 |
|
|
2014
Q1 | $1.93M | Buy |
60,229
+87
| +0.1% | +$2.78K | 0.42% | 59 |
|
|
2013
Q4 | $1.86M | Sell |
60,142
-264
| -0.4% | -$8.18K | 0.41% | 61 |
|
|
2013
Q3 | $1.75M | Buy |
60,406
+2,261
| +4% | +$65.6K | 0.42% | 58 |
|
|
2013
Q2 | $1.63M | Buy |
+58,145
| New | +$1.63M | 0.41% | 60 |
|