WAM
Wilsey Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
985,295
+43,566
| +5% | +$1.06M | 4.4% | 14 |
|
|
2025
Q1 | $23.9M | Buy |
941,729
+58,372
| +7% | +$1.48M | 4.78% | 14 |
|
|
2024
Q4 | $23.4M | Buy |
883,357
+57,572
| +7% | +$1.53M | 4.34% | 14 |
|
|
2024
Q3 | $23.9M | Buy |
825,785
+2,521
| +0.3% | +$73K | 4.38% | 16 |
|
|
2024
Q2 | $23M | Buy |
823,264
+201,418
| +32% | +$5.64M | 4.84% | 12 |
|
|
2024
Q1 | $17.3M | Buy |
621,846
+36,767
| +6% | +$1.02M | 3.52% | 14 |
|
|
2023
Q4 | $16.8M | Buy |
585,079
+17,231
| +3% | +$496K | 3.44% | 16 |
|
|
2023
Q3 | $18.8M | Buy |
+567,848
| New | +$18.8M | 4.27% | 13 |
|
|
2015
Q1 | – | Sell |
-62,477
| Closed | -$1.95M | – | 23 |
|
|
2014
Q4 | $1.95M | Buy |
62,477
+217
| +0.3% | +$6.76K | 1.36% | 22 |
|
|
2014
Q3 | $1.84M | Sell |
62,260
-1,463
| -2% | -$43.3K | 1.47% | 20 |
|
|
2014
Q2 | $1.89M | Sell |
63,723
-1,111
| -2% | -$33K | 1.47% | 21 |
|
|
2014
Q1 | $2.08M | Buy |
64,834
+1,568
| +2% | +$50.4K | 1.68% | 20 |
|
|
2013
Q4 | $1.93M | Buy |
+63,266
| New | +$1.93M | 1.77% | 20 |
|