WestHill Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,711
| Closed | -$300K | – | 76 |
|
|
2024
Q2 | $300K | Sell |
10,711
-873
| -8% | -$24.4K | 0.07% | 56 |
|
|
2024
Q1 | $321K | Sell |
11,584
-601
| -5% | -$16.7K | 0.08% | 53 |
|
|
2023
Q4 | $351K | Hold |
12,185
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $404K | Buy |
12,185
+600
| +5% | +$19.9K | 0.12% | 42 |
|
|
2023
Q2 | $425K | Sell |
11,585
-20
| -0.2% | -$734 | 0.12% | 39 |
|
|
2023
Q1 | $473K | Sell |
11,605
-85
| -0.7% | -$3.47K | 0.14% | 36 |
|
|
2022
Q4 | $599K | Sell |
11,690
-3,000
| -20% | -$154K | 0.19% | 31 |
|
|
2022
Q3 | $643K | Sell |
14,690
-930
| -6% | -$40.7K | 0.22% | 28 |
|
|
2022
Q2 | $819K | Sell |
15,620
-10
| -0.1% | -$524 | 0.27% | 28 |
|
|
2022
Q1 | $809K | Buy |
15,630
+798
| +5% | +$41.3K | 0.23% | 28 |
|
|
2021
Q4 | $876K | Buy |
14,832
+4,000
| +37% | +$236K | 0.25% | 28 |
|
|
2021
Q3 | $466K | Buy |
+10,832
| New | +$466K | 0.14% | 34 |
|
|
2021
Q1 | $392K | Hold |
10,823
| – | – | 0.14% | 33 |
|
|
2020
Q4 | $398K | Buy |
+10,823
| New | +$398K | 0.16% | 29 |
|