Wescott Financial Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $449K | Buy |
|
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|
2024
Q2 | $224K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $213K | Sell |
|
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|
2023
Q2 | $248K | Sell |
|
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $290K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $907K | Buy |
|
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|
2022
Q1 | $742K | Buy |
|