West Paces 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
Q2 | – | Sell |
-4,450
| Closed | -$113K | – | 459 |
|
|
2025
Q1 | $113K | Hold |
4,450
| – | – | 0.03% | 177 |
|
|
2024
Q4 | $118K | Sell |
4,450
-81
| -2% | -$2.2K | 0.03% | 181 |
|
|
2024
Q3 | $131K | Buy |
4,531
+63
| +1% | +$1.84K | 0.03% | 174 |
|
|
2024
Q2 | $125K | Sell |
4,468
-309
| -6% | -$8.51K | 0.03% | 162 |
|
|
2024
Q1 | $133K | Sell |
4,777
-2,213
| -32% | -$61.4K | 0.03% | 161 |
|
|
2023
Q4 | $201K | Sell |
6,990
-1,314
| -16% | -$39.7K | 0.06% | 118 |
|
|
2023
Q3 | $275K | Sell |
8,304
-55
| -0.7% | -$1.95K | 0.09% | 104 |
|
|
2023
Q2 | $307K | Sell |
8,359
-250
| -3% | -$9.73K | 0.09% | 105 |
|
|
2023
Q1 | $351K | Sell |
8,609
-764
| -8% | -$33K | 0.11% | 98 |
|
|
2022
Q4 | $480K | Sell |
9,373
-513
| -5% | -$24.6K | 0.15% | 83 |
|
|
2022
Q3 | $433K | Hold |
9,886
| – | – | 0.15% | 84 |
|
|
2022
Q2 | $518K | Buy |
9,886
+279
| +3% | +$14.2K | 0.18% | 76 |
|
|
2022
Q1 | $497K | Buy |
9,607
+301
| +3% | +$15.6K | 0.16% | 86 |
|
|
2021
Q4 | $550K | Buy |
9,306
+363
| +4% | +$18K | 0.17% | 81 |
|
|
2021
Q3 | $385K | Buy |
8,943
+2,019
| +29% | +$89.4K | 0.14% | 91 |
|
|
2021
Q2 | $271K | Buy |
6,924
+2,296
| +50% | +$89.3K | 0.1% | 101 |
|
|
2021
Q1 | $168K | Buy |
4,628
+269
| +6% | +$9.55K | 0.07% | 115 |
|
|
2020
Q4 | $160K | Sell |
4,359
-558
| -11% | -$20.5K | 0.07% | 114 |
|
|
2020
Q3 | $171K | Sell |
4,917
-422
| -8% | -$14.8K | 0.09% | 108 |
|
|
2020
Q2 | $166K | Sell |
5,339
-12,175
| -70% | -$414K | 0.09% | 108 |
|
|
2020
Q1 | $542K | Sell |
17,514
-11,822
| -40% | -$403K | 0.34% | 59 |
|
|
2019
Q4 | $1.09M | Sell |
29,336
-411
| -1% | -$14.6K | 0.59% | 32 |
|
|
2019
Q3 | $1.01M | Buy |
29,747
+4,183
| +16% | +$152K | 0.61% | 35 |
|
|
2019
Q2 | $1.05M | Sell |
25,564
-2,694
| -10% | -$107K | 0.66% | 33 |
|
|
2019
Q1 | $1.14M | Buy |
28,258
+557
| +2% | +$22.3K | 0.8% | 27 |
|
|
2018
Q4 | $1.15M | Sell |
27,701
-167
| -0.6% | -$6.93K | 0.88% | 24 |
|
|
2018
Q3 | $1.17M | Sell |
27,868
-249
| -0.9% | -$9.59K | 0.84% | 21 |
|
|
2018
Q2 | $968K | Buy |
28,117
+320
| +1% | +$10.9K | 0.72% | 26 |
|
|
2018
Q1 | $936K | Sell |
27,797
-1,927
| -6% | -$66.2K | 0.7% | 28 |
|
|
2017
Q4 | $1.02M | Sell |
29,724
-2,430
| -8% | -$82.9K | 0.76% | 26 |
|
|
2017
Q3 | $1.09M | Sell |
32,154
-186
| -0.6% | -$5.98K | 0.82% | 22 |
|
|
2017
Q2 | $1.03M | Sell |
32,340
-2,180
| -6% | -$68.7K | 0.82% | 25 |
|
|
2017
Q1 | $1.12M | Buy |
34,520
+2,267
| +7% | +$71.5K | 0.89% | 25 |
|
|
2016
Q4 | $994K | Buy |
+32,253
| New | +$985K | 0.93% | 20 |
|
Other funds holding PFE
