Western Financial Corp’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
13,038
+139
+1% +$3.37K 0.17% 107
2025
Q1
$327K Sell
12,899
-855
-6% -$21.7K 0.19% 103
2024
Q4
$365K Buy
13,754
+126
+0.9% +$3.34K 0.2% 103
2024
Q3
$394K Buy
13,628
+111
+0.8% +$3.21K 0.22% 95
2024
Q2
$378K Buy
13,517
+315
+2% +$8.81K 0.23% 86
2024
Q1
$366K Sell
13,202
-635
-5% -$17.6K 0.22% 88
2023
Q4
$398K Buy
13,837
+112
+0.8% +$3.23K 0.27% 89
2023
Q3
$455K Sell
13,725
-1,863
-12% -$61.8K 0.33% 86
2023
Q2
$572K Buy
15,588
+83
+0.5% +$3.05K 0.39% 81
2023
Q1
$633K Buy
15,505
+78
+0.5% +$3.18K 0.45% 67
2022
Q4
$790K Sell
15,427
-8,938
-37% -$458K 0.51% 43
2022
Q3
$1.07M Sell
24,365
-1,622
-6% -$71K 0.75% 25
2022
Q2
$1.36M Buy
25,987
+1,774
+7% +$93K 0.97% 13
2022
Q1
$1.25M Buy
24,213
+236
+1% +$12.2K 0.73% 30
2021
Q4
$1.42M Buy
23,977
+4,091
+21% +$242K 0.74% 29
2021
Q3
$855K Buy
19,886
+148
+0.7% +$6.36K 0.51% 37
2021
Q2
$773K Buy
19,738
+120
+0.6% +$4.7K 0.42% 42
2021
Q1
$711K Sell
19,618
-319
-2% -$11.6K 0.43% 40
2020
Q4
$733K Buy
+19,937
New +$733K 0.48% 35