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 |
|