WOSD
WFA of San Diego’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
+1,631
| New | +$39.5K | 0.03% | 224 |
|
|
2024
Q3 | $65.4K | Hold |
2,261
| – | – | 0.06% | 160 |
|
|
2024
Q2 | $63.3K | Buy |
+2,261
| New | +$63.3K | 0.06% | 157 |
|
|
2023
Q3 | $93.9K | Sell |
2,830
-63
| -2% | -$2.09K | 0.1% | 116 |
|
|
2023
Q2 | $106K | Buy |
+2,893
| New | +$106K | 0.1% | 110 |
|
|
2023
Q1 | – | Sell |
-4,288
| Closed | -$220K | – | 320 |
|
|
2022
Q4 | $220K | Buy |
+4,288
| New | +$220K | 0.17% | 89 |
|
|
2022
Q3 | – | Sell |
-4,412
| Closed | -$231K | – | 309 |
|
|
2022
Q2 | $231K | Sell |
4,412
-1,424
| -24% | -$74.6K | 0.2% | 77 |
|
|
2022
Q1 | $302K | Sell |
5,836
-509
| -8% | -$26.3K | 0.23% | 77 |
|
|
2021
Q4 | $375K | Buy |
6,345
+201
| +3% | +$11.9K | 0.22% | 81 |
|
|
2021
Q3 | $264K | Buy |
6,144
+234
| +4% | +$10.1K | 0.18% | 86 |
|
|
2021
Q2 | $231K | Sell |
5,910
-632
| -10% | -$24.7K | 0.18% | 78 |
|
|
2021
Q1 | $237K | Buy |
+6,542
| New | +$237K | 0.2% | 81 |
|
|
2020
Q4 | – | Sell |
-7,967
| Closed | -$292K | – | 106 |
|
|
2020
Q3 | $292K | Sell |
7,967
-41,350
| -84% | -$1.52M | 0.28% | 61 |
|
|
2020
Q2 | $1.93M | Buy |
+49,317
| New | +$1.93M | 0.45% | 46 |
|