Wernau Asset Management’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.01M Sell
124,324
-41,320
-25% -$1M 2.09% 7
2025
Q1
$4.2M Buy
165,644
+12,096
+8% +$307K 3.28% 6
2024
Q4
$4.07M Buy
+153,548
New +$4.07M 3.04% 7