WBC
West Branch Capital’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Hold |
3,664
| – | – | 0.03% | 117 |
|
|
2025
Q1 | $92.8K | Buy |
3,664
+178
| +5% | +$4.51K | 0.03% | 120 |
|
|
2024
Q4 | $92.5K | Sell |
3,486
-6
| -0.2% | -$159 | 0.03% | 122 |
|
|
2024
Q3 | $101K | Buy |
3,492
+5
| +0.1% | +$145 | 0.03% | 120 |
|
|
2024
Q2 | $97.6K | Buy |
3,487
+719
| +26% | +$20.1K | 0.04% | 126 |
|
|
2024
Q1 | $76.8K | Sell |
2,768
-27
| -1% | -$749 | 0.03% | 139 |
|
|
2023
Q4 | $80.5K | Sell |
2,795
-53,628
| -95% | -$1.54M | 0.04% | 133 |
|
|
2023
Q3 | $1.87M | Buy |
56,423
+1,311
| +2% | +$43.5K | 0.98% | 24 |
|
|
2023
Q2 | $2.02M | Buy |
55,112
+501
| +0.9% | +$18.4K | 1.01% | 22 |
|
|
2023
Q1 | $2.23M | Buy |
54,611
+643
| +1% | +$26.2K | 1.24% | 19 |
|
|
2022
Q4 | $2.77M | Buy |
53,968
+830
| +2% | +$42.5K | 1.71% | 16 |
|
|
2022
Q3 | $2.33M | Buy |
53,138
+357
| +0.7% | +$15.6K | 1.45% | 17 |
|
|
2022
Q2 | $2.77M | Buy |
52,781
+678
| +1% | +$35.5K | 1.6% | 17 |
|
|
2022
Q1 | $2.7M | Sell |
52,103
-979
| -2% | -$50.7K | 1.29% | 19 |
|
|
2021
Q4 | $3.13M | Buy |
53,082
+1,450
| +3% | +$85.6K | 1.33% | 19 |
|
|
2021
Q3 | $2.22M | Buy |
51,632
+60
| +0.1% | +$2.58K | 1.07% | 25 |
|
|
2021
Q2 | $2.02M | Buy |
51,572
+1,720
| +3% | +$67.4K | 0.99% | 26 |
|
|
2021
Q1 | $1.81M | Sell |
49,852
-3,604
| -7% | -$131K | 1.06% | 27 |
|
|
2020
Q4 | $1.97M | Buy |
53,456
+1,025
| +2% | +$37.7K | 1.16% | 26 |
|
|
2020
Q3 | $1.92M | Buy |
52,431
+687
| +1% | +$25.2K | 1.23% | 26 |
|
|
2020
Q2 | $1.69M | Buy |
51,744
+6,464
| +14% | +$211K | 1.19% | 25 |
|
|
2020
Q1 | $1.48M | Sell |
45,280
-6,529
| -13% | -$213K | 1.41% | 21 |
|
|
2019
Q4 | $2.03M | Sell |
51,809
-3,938
| -7% | -$154K | 1.41% | 23 |
|
|
2019
Q3 | $2M | Buy |
55,747
+118
| +0.2% | +$4.24K | 1.48% | 19 |
|
|
2019
Q2 | $2.41M | Buy |
55,629
+2,945
| +6% | +$128K | 1.99% | 15 |
|
|
2019
Q1 | $2.24M | Buy |
52,684
+1,842
| +4% | +$78.2K | 2% | 16 |
|
|
2018
Q4 | $2.22M | Sell |
50,842
-1,061
| -2% | -$46.3K | 2.34% | 13 |
|
|
2018
Q3 | $2.29M | Buy |
51,903
+683
| +1% | +$30.1K | 1.7% | 19 |
|
|
2018
Q2 | $1.86M | Buy |
51,220
+12,098
| +31% | +$439K | 1.46% | 20 |
|
|
2018
Q1 | $1.39M | Buy |
+39,122
| New | +$1.39M | 1.52% | 23 |
|