West Family Investments’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
14,980
+829
+6% +$20.1K 0.09% 226
2025
Q1
$359K Buy
+14,151
New +$359K 0.14% 151
2024
Q4
Sell
-16,199
Closed -$469K 308
2024
Q3
$469K Buy
16,199
+194
+1% +$5.61K 0.16% 133
2024
Q2
$448K Buy
16,005
+181
+1% +$5.06K 0.13% 126
2024
Q1
$439K Buy
+15,824
New +$439K 0.14% 126
2023
Q3
Sell
-6,843
Closed -$251K 249
2023
Q2
$251K Sell
6,843
-11,312
-62% -$415K 0.1% 189
2023
Q1
$741K Sell
18,155
-2,141
-11% -$87.4K 0.29% 71
2022
Q4
$1.04M Sell
20,296
-566
-3% -$29K 0.36% 59
2022
Q3
$913K Sell
20,862
-1,360
-6% -$59.5K 0.38% 58
2022
Q2
$1.17M Sell
22,222
-899
-4% -$47.1K 0.46% 43
2022
Q1
$1.2M Sell
23,121
-125
-0.5% -$6.47K 0.34% 54
2021
Q4
$1.37M Sell
23,246
-1,356
-6% -$80.1K 0.37% 47
2021
Q3
$1.06M Buy
24,602
+5,798
+31% +$249K 0.27% 58
2021
Q2
$736K Buy
+18,804
New +$736K 0.2% 81
2018
Q1
Sell
-88,796
Closed -$3.05M 89
2017
Q4
$3.05M Hold
88,796
0.78% 33
2017
Q3
$3.01K Hold
88,796
0.36% 35
2017
Q2
$2.94M Hold
88,796
0.65% 35
2017
Q1
$2.88M Hold
88,796
0.55% 35
2016
Q4
$2.74M Hold
88,796
0.48% 38
2016
Q3
$2.85M Hold
88,796
0.53% 39
2016
Q2
$2.97M Hold
88,796
0.54% 37
2016
Q1
$2.53M Hold
88,796
0.41% 40
2015
Q4
$2.72M Hold
88,796
0.7% 35
2015
Q3
$2.65M Hold
88,796
0.55% 31
2015
Q2
$2.83M Hold
88,796
0.6% 33
2015
Q1
$2.93M Hold
88,796
0.6% 35
2014
Q4
$2.62M Hold
88,796
0.52% 34
2014
Q3
$2.49M Hold
88,796
0.52% 34
2014
Q2
$2.5M Hold
88,796
0.52% 35
2014
Q1
$2.71M Sell
88,796
-40,158
-31% -$1.22M 0.59% 30
2013
Q4
$3.75M Hold
128,954
0.86% 22
2013
Q3
$3.51M Hold
128,954
0.89% 24
2013
Q2
$3.43M Buy
+128,954
New +$3.43M 0.91% 25