Willner & Heller’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,911
| Closed | -$200K | – | 155 |
|
|
2025
Q1 | $200K | Sell |
7,911
-2,490
| -24% | -$63.1K | 0.19% | 145 |
|
|
2024
Q4 | $276K | Buy |
10,401
+334
| +3% | +$8.86K | 0.24% | 126 |
|
|
2024
Q3 | $291K | Sell |
10,067
-4,090
| -29% | -$118K | 0.26% | 120 |
|
|
2024
Q2 | $396K | Sell |
14,157
-9,070
| -39% | -$254K | 0.38% | 90 |
|
|
2024
Q1 | $645K | Buy |
23,227
+3,405
| +17% | +$94.5K | 0.64% | 49 |
|
|
2023
Q4 | $571K | Buy |
+19,822
| New | +$571K | 0.64% | 50 |
|
|
2022
Q4 | $683K | Buy |
13,329
+219
| +2% | +$11.2K | 0.97% | 33 |
|
|
2022
Q3 | $574K | Buy |
13,110
+1,064
| +9% | +$46.6K | 0.93% | 34 |
|
|
2022
Q2 | $632K | Buy |
12,046
+88
| +0.7% | +$4.62K | 0.98% | 32 |
|
|
2022
Q1 | $706K | Sell |
11,958
-755
| -6% | -$44.6K | 0.87% | 37 |
|
|
2021
Q4 | $547K | Buy |
+12,713
| New | +$547K | 0.73% | 46 |
|