West Oak Capital’s Pfizer PFE Stock Holding History

West Oak Capital’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-210	Closed	-$53	–	314
2025 Q1	$53	Sell	210 -500	-70%	-$13.1K	﹤0.01%	256
2024 Q4	$188K	Buy	710 +500	+238%	+$13.6K	0.01%	219
2024 Q3	$61	Sell	210 -2,080	-91%	-$60.7K	﹤0.01%	259
2024 Q2	$64.1K	Sell	2,290 -16,390	-88%	-$451K	0.03%	170
2024 Q1	$518K	Sell	18,680 -2,270	-11%	-$63K	0.22%	77
2023 Q4	$601K	Buy	20,950 +2,564	+14%	+$77.5K	0.28%	73
2023 Q3	$610K	Buy	18,386 +425	+2%	+$15K	0.3%	71
2023 Q2	$659K	Sell	17,961 -1,000	-5%	-$38.9K	0.32%	71
2023 Q1	$774K	Buy	18,961 +225	+1%	+$9.72K	0.39%	69
2022 Q4	$960K	Hold	18,736	–	–	0.5%	61
2022 Q3	$820K	Sell	18,736 -4,085	-18%	-$199K	0.44%	65
2022 Q2	$1.2M	Sell	22,821 -220	-1%	-$11.2K	0.63%	59
2022 Q1	$1.19M	Sell	23,041 -1,190	-5%	-$61.7K	0.54%	61
2021 Q4	$1.43M	Sell	24,231 -175	-0.7%	-$8.67K	0.53%	59
2021 Q3	$1.05M	Buy	24,406 +404	+2%	+$17.9K	0.41%	66
2021 Q2	$940K	Sell	24,002 -120	-0.5%	-$4.67K	0.37%	70
2021 Q1	$874K	Buy	24,122 +1,085	+5%	+$38.5K	0.37%	69
2020 Q4	$848K	Sell	23,037 -206	-0.9%	-$7.56K	0.39%	68
2020 Q3	$809K	Sell	23,243 -1,733	-7%	-$60.8K	0.44%	62
2020 Q2	$775K	Buy	24,976 +64	+0.3%	+$2.17K	0.44%	65
2020 Q1	$771K	Sell	24,912 -1,360	-5%	-$46.3K	0.53%	60
2019 Q4	$977K	Sell	26,272 -1,261	-5%	-$44.9K	0.55%	57
2019 Q3	$939K	Hold	27,533	–	–	0.55%	56
2019 Q2	$1.13M	Sell	27,533 -357	-1%	-$14.2K	0.68%	56
2019 Q1	$1.12M	Sell	27,890 -1,370	-5%	-$54.9K	0.7%	56
2018 Q4	$1.21M	Buy	29,260 +379	+1%	+$15.7K	0.86%	46
2018 Q3	$1.21M	Buy	28,881 +3,019	+12%	+$116K	0.7%	58
2018 Q2	$890K	Buy	25,862 +1,291	+5%	+$44.1K	0.54%	64
2018 Q1	$827K	Sell	24,571 -458	-2%	-$15.7K	0.49%	63
2017 Q4	$860K	Sell	25,029 -361	-1%	-$12.3K	0.53%	62
2017 Q3	$860K	Sell	25,390 -503	-2%	-$16.2K	0.51%	65
2017 Q2	$825K	Buy	25,893 +1,119	+5%	+$35.3K	0.5%	64
2017 Q1	$804K	Buy	24,774 +11,870	+92%	+$374K	0.5%	64
2016 Q4	$398K	Sell	12,904 -106	-0.8%	-$3.24K	0.27%	85
2016 Q3	$418K	Buy	13,010 +2,822	+28%	+$94.4K	0.29%	86
2016 Q2	$340K	Hold	10,188	–	–	0.25%	90
2016 Q1	$287K	Hold	10,188	–	–	0.22%	91
2015 Q4	$312K	Buy	10,188 +459	+5%	+$14.4K	0.24%	91
2015 Q3	$290K	Sell	9,729 -369	-4%	-$11.8K	0.23%	91
2015 Q2	$321K	Buy	10,098 +1,755	+21%	+$57.2K	0.24%	89
2015 Q1	$275K	Sell	8,343 -369	-4%	-$11.7K	0.2%	91
2014 Q4	$257K	Buy	8,712 +1,855	+27%	+$53.2K	0.19%	90
2014 Q3	$192K	Hold	6,857	–	–	0.14%	101
2014 Q2	$193K	Hold	6,857	–	–	0.14%	101
2014 Q1	$209K	Sell	6,857 -1,313	-16%	-$39.1K	0.15%	101
2013 Q4	$237K	Hold	8,170	–	–	0.18%	89
2013 Q3	$223K	Buy	8,170 +401	+5%	+$10.9K	0.17%	92
2013 Q2	$206K	Buy	+7,769	New	+$215K	0.17%	97

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

West Oak Capital's PFE Position: Q2 2025 in Review

West Oak Capital sold out of Pfizer (PFE) in Q2 2025, closing a stake of 210 shares — an estimated $53 sold.

West Oak Capital first reported a position in PFE in Q2 2013 and held it in 48 quarters. The position peaked at $1.43M in Q4 2021. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

West Oak Capital reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
West Oak Capital sold 210 Pfizer shares in Q2 2025, an estimated $53.
West Oak Capital first reported a position in Pfizer in Q2 2013 and held it in 48 quarters.
West Oak Capital's Pfizer position peaked at $1.43M in Q4 2021.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.