WIM
Westside Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
17,714
+1,205
| +7% | +$29.3K | 0.08% | 177 |
|
|
2025
Q1 | $418K | Buy |
16,509
+2,647
| +19% | +$67K | 0.09% | 169 |
|
|
2024
Q4 | $368K | Sell |
13,862
-146
| -1% | -$3.87K | 0.08% | 173 |
|
|
2024
Q3 | $404K | Buy |
14,008
+1,004
| +8% | +$29K | 0.09% | 163 |
|
|
2024
Q2 | $363K | Buy |
13,004
+854
| +7% | +$23.9K | 0.08% | 167 |
|
|
2024
Q1 | $337K | Buy |
12,150
+2,751
| +29% | +$76.3K | 0.08% | 171 |
|
|
2023
Q4 | $271K | Sell |
9,399
-2,466
| -21% | -$71K | 0.07% | 183 |
|
|
2023
Q3 | $394K | Buy |
11,865
+203
| +2% | +$6.73K | 0.11% | 154 |
|
|
2023
Q2 | $428K | Buy |
11,662
+102
| +0.9% | +$3.74K | 0.12% | 149 |
|
|
2023
Q1 | $484K | Buy |
11,560
+103
| +0.9% | +$4.31K | 0.14% | 131 |
|
|
2022
Q4 | $190K | Buy |
11,457
+2
| +0% | +$33 | 0.47% | 55 |
|
|
2022
Q3 | $162K | Buy |
11,455
+172
| +2% | +$2.44K | 0.39% | 61 |
|
|
2022
Q2 | $192K | Sell |
11,283
-102
| -0.9% | -$1.74K | 0.44% | 51 |
|
|
2022
Q1 | $191K | Buy |
11,385
+302
| +3% | +$5.08K | 0.42% | 54 |
|
|
2021
Q4 | $179K | Sell |
11,083
-636
| -5% | -$10.3K | 0.41% | 61 |
|
|
2021
Q3 | $159K | Buy |
11,719
+502
| +4% | +$6.82K | 0.37% | 61 |
|
|
2021
Q2 | $126K | Buy |
11,217
+3,420
| +44% | +$38.3K | 0.29% | 73 |
|
|
2021
Q1 | $43.7K | Sell |
7,797
-1,397
| -15% | -$7.83K | 0.12% | 118 |
|
|
2020
Q4 | $95.9K | Buy |
9,194
+1,756
| +24% | +$18.3K | 0.26% | 71 |
|
|
2020
Q3 | $44.3K | Buy |
7,438
+1,202
| +19% | +$7.15K | 0.02% | 97 |
|
|
2020
Q2 | $203 | Sell |
6,236
-323
| -5% | -$11 | ﹤0.01% | 237 |
|
|
2020
Q1 | $214 | Buy |
+6,559
| New | +$214 | ﹤0.01% | 231 |
|
|
2019
Q2 | $627 | Buy |
+14,478
| New | +$627 | ﹤0.01% | 137 |
|
|
2018
Q4 | $714K | Sell |
16,349
-448
| -3% | -$19.6K | 0.26% | 69 |
|
|
2018
Q3 | $744K | Sell |
16,797
-111
| -0.7% | -$4.91K | 0.24% | 68 |
|
|
2018
Q2 | $614K | Buy |
16,908
+3
| +0% | +$109 | 0.22% | 73 |
|
|
2018
Q1 | $593K | Buy |
16,905
+2
| +0% | +$70 | 0.33% | 65 |
|
|
2017
Q4 | $616K | Buy |
16,903
+9
| +0.1% | +$328 | 0.33% | 66 |
|
|
2017
Q3 | $611K | Buy |
16,894
+2
| +0% | +$72 | 0.37% | 64 |
|
|
2017
Q2 | $564K | Sell |
16,892
-36
| -0.2% | -$1.2K | 0.37% | 69 |
|
|
2017
Q1 | $579K | Buy |
16,928
+5,614
| +50% | +$192K | 0.28% | 63 |
|
|
2016
Q4 | $371K | Buy |
+11,314
| New | +$371K | 0.25% | 61 |
|