WFA
West Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-108
| Closed | -$2.87K | – | 220 |
|
|
2024
Q4 | $2.87K | Buy |
+108
| New | +$2.87K | ﹤0.01% | 170 |
|
|
2024
Q1 | – | Sell |
-591
| Closed | -$17K | – | 164 |
|
|
2023
Q4 | $17K | Sell |
591
-171
| -22% | -$4.92K | ﹤0.01% | 111 |
|
|
2023
Q3 | $25.3K | Buy |
762
+171
| +29% | +$5.67K | 0.01% | 101 |
|
|
2023
Q2 | $21.7K | Hold |
591
| – | – | 0.01% | 106 |
|
|
2023
Q1 | $24.1K | Hold |
591
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $30.3K | Hold |
591
| – | – | 0.01% | 90 |
|
|
2022
Q3 | $26K | Hold |
591
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $31K | Sell |
591
-137
| -19% | -$7.19K | 0.01% | 110 |
|
|
2022
Q1 | $38K | Buy |
728
+137
| +23% | +$7.15K | 0.01% | 109 |
|
|
2021
Q4 | $35K | Hold |
591
| – | – | 0.01% | 119 |
|
|
2021
Q3 | $25K | Hold |
591
| – | – | 0.01% | 116 |
|
|
2021
Q2 | $23K | Hold |
591
| – | – | 0.01% | 109 |
|
|
2021
Q1 | $21K | Sell |
591
-40
| -6% | -$1.42K | 0.01% | 110 |
|
|
2020
Q4 | $23K | Buy |
+631
| New | +$23K | 0.01% | 106 |
|