West Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.87K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $17K | Sell |
|
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|
2023
Q3 | $25.3K | Buy |
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|
2023
Q2 | $21.7K | Hold |
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $30.3K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $38K | Buy |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $23K | Buy |
|