WA
WestEnd Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94K | Buy |
245
+26
| +12% | +$630 | ﹤0.01% | 98 |
|
|
2025
Q1 | $5.55K | Buy |
219
+144
| +192% | +$3.65K | ﹤0.01% | 92 |
|
|
2024
Q4 | $1.99K | Buy |
75
+11
| +17% | +$292 | ﹤0.01% | 102 |
|
|
2024
Q3 | $1.85K | Sell |
64
-8
| -11% | -$232 | ﹤0.01% | 96 |
|
|
2024
Q2 | $2.02K | Sell |
72
-20
| -22% | -$560 | ﹤0.01% | 89 |
|
|
2024
Q1 | $2.55K | Buy |
92
+6
| +7% | +$167 | ﹤0.01% | 82 |
|
|
2023
Q4 | $2.48K | Buy |
86
+6
| +8% | +$173 | ﹤0.01% | 82 |
|
|
2023
Q3 | $2.65K | Buy |
+80
| New | +$2.65K | ﹤0.01% | 77 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 236 |
|
|
2023
Q1 | – | Sell |
-66
| Closed | -$3.38K | – | 75 |
|
|
2022
Q4 | $3.38K | Sell |
66
-6
| -8% | -$307 | ﹤0.01% | 68 |
|
|
2022
Q3 | $3K | Buy |
72
+3
| +4% | +$125 | ﹤0.01% | 78 |
|
|
2022
Q2 | $3.62K | Buy |
+69
| New | +$3.62K | ﹤0.01% | 75 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$2.54K | – | 74 |
|
|
2021
Q4 | $2.54K | Buy |
+43
| New | +$2.54K | ﹤0.01% | 74 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 70 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 73 |
|
|
2020
Q2 | – | Sell |
-856,606
| Closed | -$28M | – | 60 |
|
|
2020
Q1 | $28M | Buy |
+856,606
| New | +$28M | 2.34% | 20 |
|
|
2019
Q4 | – | Sell |
-41
| Closed | -$1.47K | – | 72 |
|
|
2019
Q3 | $1.47K | Buy |
+41
| New | +$1.47K | ﹤0.01% | 66 |
|