WCM
Whitener Capital Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
75,089
+2,476
| +3% | +$60K | 0.48% | 47 |
|
|
2025
Q1 | $1.84M | Sell |
72,613
-2,177
| -3% | -$55.2K | 0.52% | 47 |
|
|
2024
Q4 | $1.98M | Buy |
74,790
+22,145
| +42% | +$588K | 0.56% | 42 |
|
|
2024
Q3 | $1.52M | Buy |
52,645
+20,250
| +63% | +$586K | 0.43% | 55 |
|
|
2024
Q2 | $906K | Sell |
32,395
-3,305
| -9% | -$92.5K | 0.27% | 71 |
|
|
2024
Q1 | $991K | Buy |
35,700
+1,181
| +3% | +$32.8K | 0.32% | 66 |
|
|
2023
Q4 | $994K | Sell |
34,519
-13,660
| -28% | -$393K | 0.36% | 59 |
|
|
2023
Q3 | $1.6M | Sell |
48,179
-582
| -1% | -$19.3K | 0.64% | 38 |
|
|
2023
Q2 | $1.79M | Sell |
48,761
-1,016
| -2% | -$37.3K | 0.69% | 36 |
|
|
2023
Q1 | $2.03M | Sell |
49,777
-1,258
| -2% | -$51.3K | 0.85% | 31 |
|
|
2022
Q4 | $2.62M | Sell |
51,035
-70
| -0.1% | -$3.59K | 1.14% | 25 |
|
|
2022
Q3 | $2.24M | Buy |
51,105
+800
| +2% | +$35K | 1.06% | 25 |
|
|
2022
Q2 | $2.64M | Sell |
50,305
-1,910
| -4% | -$100K | 1.19% | 22 |
|
|
2022
Q1 | $2.7M | Buy |
52,215
+905
| +2% | +$46.8K | 1.02% | 25 |
|
|
2021
Q4 | $3.03M | Buy |
51,310
+11,636
| +29% | +$687K | 1.08% | 24 |
|
|
2021
Q3 | $1.46M | Sell |
39,674
-9,966
| -20% | -$367K | 0.67% | 40 |
|
|
2021
Q2 | $1.94M | Buy |
49,640
+2,437
| +5% | +$95.4K | 0.77% | 34 |
|
|
2021
Q1 | $1.71M | Buy |
47,203
+7,529
| +19% | +$273K | 0.74% | 34 |
|
|
2020
Q4 | $1.46M | Buy |
39,674
+2,064
| +5% | +$76K | 0.67% | 40 |
|
|
2020
Q3 | $1.38M | Buy |
37,610
+9,930
| +36% | +$364K | 0.66% | 42 |
|
|
2020
Q2 | $905K | Buy |
27,680
+150
| +0.5% | +$4.9K | 0.47% | 55 |
|
|
2020
Q1 | $898K | Buy |
27,530
+795
| +3% | +$25.9K | 0.58% | 48 |
|
|
2019
Q4 | $1.05M | Buy |
26,735
+963
| +4% | +$37.7K | 0.54% | 49 |
|
|
2019
Q3 | $925K | Buy |
25,772
+70
| +0.3% | +$2.51K | 0.51% | 48 |
|
|
2019
Q2 | $1.11M | Buy |
25,702
+1,521
| +6% | +$65.9K | 0.63% | 43 |
|
|
2019
Q1 | $1.03M | Buy |
24,181
+4,344
| +22% | +$184K | 0.67% | 40 |
|
|
2018
Q4 | $865K | Buy |
19,837
+585
| +3% | +$25.5K | 0.64% | 43 |
|
|
2018
Q3 | $848K | Buy |
19,252
+300
| +2% | +$13.2K | 0.56% | 49 |
|
|
2018
Q2 | $687K | Sell |
18,952
-276
| -1% | -$10K | 0.54% | 56 |
|
|
2018
Q1 | $682K | Buy |
19,228
+2,420
| +14% | +$85.8K | 0.52% | 55 |
|
|
2017
Q4 | $608K | Buy |
+16,808
| New | +$608K | 0.52% | 56 |
|