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Westmount Partners’s Pfizer PFE Stock Holding History

Westmount Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Sell
10,594
-2,004
-16% -$52.4K 0.06% 229
2026
Q1 		$354K Buy
12,598
+2,196
+21% +$58.5K 0.09% 186
2025
Q4 		$259K Buy
10,402
+1,576
+18% +$39.7K 0.06% 215
2025
Q3 		$240K Sell
8,826
-5,165
-37% -$127K 0.06% 222
2025
Q2 		$339K Sell
13,991
-907
-6% -$21.2K 0.09% 171
2025
Q1 		$378K Buy
14,898
+7
+0% +$183 0.12% 152
2024
Q4 		$395K Sell
14,891
-1,643
-10% -$44.6K 0.12% 136
2024
Q3 		$478K Sell
16,534
-728
-4% -$21.2K 0.14% 119
2024
Q2 		$487K Sell
17,262
-1,313
-7% -$36.1K 0.16% 113
2024
Q1 		$515K Buy
18,575
+1,658
+10% +$46K 0.19% 110
2023
Q4 		$487K Sell
16,917
-1,586
-9% -$47.9K 0.2% 105
2023
Q3 		$614K Sell
18,503
-799
-4% -$28.3K 0.27% 84
2023
Q2 		$708K Buy
19,302
+46
+0.2% +$1.79K 0.31% 71
2023
Q1 		$786K Sell
19,256
-1,250
-6% -$54K 0.36% 61
2022
Q4 		$1.05M Buy
+20,506
New +$983K 0.55% 38

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CWP
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Wealth Enhancement Advisory Services
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Handelsbanken Fonder
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ORIO
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CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
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WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM