Westbourne Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
23,810
+4,000
| +20% | +$97K | 0.18% | 75 |
|
|
2025
Q1 | $502K | Hold |
19,810
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $526K | Hold |
19,810
| – | – | 0.18% | 62 |
|
|
2024
Q3 | $573K | Hold |
19,810
| – | – | 0.2% | 63 |
|
|
2024
Q2 | $554K | Hold |
19,810
| – | – | 0.2% | 62 |
|
|
2024
Q1 | $550K | Sell |
19,810
-750
| -4% | -$20.8K | 0.2% | 63 |
|
|
2023
Q4 | $592K | Hold |
20,560
| – | – | 0.24% | 60 |
|
|
2023
Q3 | $682K | Sell |
20,560
-750
| -4% | -$24.9K | 0.31% | 54 |
|
|
2023
Q2 | $782K | Hold |
21,310
| – | – | 0.35% | 52 |
|
|
2023
Q1 | $869K | Hold |
21,310
| – | – | 0.42% | 50 |
|
|
2022
Q4 | $1.09M | Hold |
21,310
| – | – | 0.55% | 46 |
|
|
2022
Q3 | $933K | Hold |
21,310
| – | – | 0.49% | 50 |
|
|
2022
Q2 | $1.12M | Hold |
21,310
| – | – | 0.69% | 42 |
|
|
2022
Q1 | $1.1M | Buy |
21,310
+50
| +0.2% | +$2.59K | 0.46% | 47 |
|
|
2021
Q4 | $1.26M | Buy |
21,260
+8,250
| +63% | +$487K | 0.49% | 46 |
|
|
2021
Q3 | $560K | Hold |
13,010
| – | – | 0.26% | 54 |
|
|
2021
Q2 | $509K | Sell |
13,010
-2,000
| -13% | -$78.2K | 0.23% | 57 |
|
|
2021
Q1 | $544K | Sell |
15,010
-400
| -3% | -$14.5K | 0.27% | 56 |
|
|
2020
Q4 | $567K | Sell |
15,410
-832
| -5% | -$30.6K | 0.33% | 52 |
|
|
2020
Q3 | $566K | Buy |
16,242
+53
| +0.3% | +$1.85K | 0.65% | 30 |
|
|
2020
Q2 | $502K | Sell |
16,189
-3,630
| -18% | -$113K | 0.62% | 30 |
|
|
2020
Q1 | $614K | Sell |
19,819
-1,160
| -6% | -$35.9K | 0.57% | 44 |
|
|
2019
Q4 | $780K | Sell |
20,979
-527
| -2% | -$19.6K | 0.53% | 48 |
|
|
2019
Q3 | $733K | Buy |
21,506
+590
| +3% | +$20.1K | 0.55% | 49 |
|
|
2019
Q2 | $860K | Sell |
20,916
-5,902
| -22% | -$243K | 0.7% | 41 |
|
|
2019
Q1 | $1.08M | Sell |
26,818
-1,265
| -5% | -$51K | 0.83% | 36 |
|
|
2018
Q4 | $1.16M | Buy |
28,083
+3,162
| +13% | +$131K | 1% | 30 |
|
|
2018
Q3 | $1.04M | Sell |
24,921
-211
| -0.8% | -$8.82K | 0.76% | 39 |
|
|
2018
Q2 | $865K | Sell |
25,132
-843
| -3% | -$29K | 0.75% | 43 |
|
|
2018
Q1 | $875K | Sell |
25,975
-3,056
| -11% | -$103K | 0.7% | 51 |
|
|
2017
Q4 | $998K | Buy |
29,031
+632
| +2% | +$21.7K | 0.76% | 48 |
|
|
2017
Q3 | $962K | Sell |
28,399
-764
| -3% | -$25.9K | 0.75% | 47 |
|
|
2017
Q2 | $929K | Buy |
29,163
+632
| +2% | +$20.1K | 0.76% | 47 |
|
|
2017
Q1 | $926K | Sell |
28,531
-1,396
| -5% | -$45.3K | 0.76% | 42 |
|
|
2016
Q4 | $922K | Buy |
29,927
+369
| +1% | +$11.4K | 0.81% | 42 |
|
|
2016
Q3 | $950K | Buy |
29,558
+1,054
| +4% | +$33.9K | 0.84% | 44 |
|
|
2016
Q2 | $952K | Buy |
28,504
+2,734
| +11% | +$91.3K | 0.86% | 40 |
|
|
2016
Q1 | $725K | Buy |
25,770
+843
| +3% | +$23.7K | 0.69% | 47 |
|
|
2015
Q4 | $763K | Buy |
24,927
+1,265
| +5% | +$38.7K | 0.74% | 45 |
|
|
2015
Q3 | $705K | Sell |
23,662
-158
| -0.7% | -$4.71K | 0.71% | 47 |
|
|
2015
Q2 | $758K | Buy |
+23,820
| New | +$758K | 0.69% | 47 |
|