WFAG
Wescott Financial Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
17,071
+1,778
| +12% | +$43.1K | 0.04% | 129 |
|
|
2025
Q1 | $388K | Sell |
15,293
-1,088
| -7% | -$27.6K | 0.04% | 126 |
|
|
2024
Q4 | $435K | Buy |
16,381
+864
| +6% | +$22.9K | 0.05% | 123 |
|
|
2024
Q3 | $449K | Buy |
15,517
+7,522
| +94% | +$218K | 0.05% | 122 |
|
|
2024
Q2 | $224K | Buy |
+7,995
| New | +$224K | 0.03% | 157 |
|
|
2023
Q4 | – | Sell |
-6,433
| Closed | -$213K | – | 168 |
|
|
2023
Q3 | $213K | Sell |
6,433
-334
| -5% | -$11.1K | 0.04% | 147 |
|
|
2023
Q2 | $248K | Sell |
6,767
-1,753
| -21% | -$64.3K | 0.04% | 142 |
|
|
2023
Q1 | $348K | Buy |
8,520
+2,853
| +50% | +$116K | 0.08% | 119 |
|
|
2022
Q4 | $290K | Buy |
+5,667
| New | +$290K | 0.06% | 125 |
|
|
2022
Q3 | – | Sell |
-17,307
| Closed | -$907K | – | 142 |
|
|
2022
Q2 | $907K | Buy |
17,307
+2,977
| +21% | +$156K | 0.25% | 57 |
|
|
2022
Q1 | $742K | Buy |
+14,330
| New | +$742K | 0.19% | 66 |
|