WAS
Winch Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
17,501
-1,153
| -6% | -$27.9K | 0.1% | 74 |
|
|
2025
Q1 | $473K | Buy |
18,654
+1,389
| +8% | +$35.2K | 0.13% | 68 |
|
|
2024
Q4 | $458K | Buy |
17,265
+1,053
| +6% | +$27.9K | 0.12% | 66 |
|
|
2024
Q3 | $469K | Sell |
16,212
-1,469
| -8% | -$42.5K | 0.13% | 66 |
|
|
2024
Q2 | $495K | Buy |
17,681
+2,467
| +16% | +$69K | 0.14% | 59 |
|
|
2024
Q1 | $422K | Buy |
15,214
+2,731
| +22% | +$75.8K | 0.13% | 64 |
|
|
2023
Q4 | $359K | Buy |
12,483
+1,582
| +15% | +$45.5K | 0.12% | 64 |
|
|
2023
Q3 | $362K | Buy |
10,901
+153
| +1% | +$5.08K | 0.13% | 59 |
|
|
2023
Q2 | $394K | Buy |
10,748
+1,151
| +12% | +$42.2K | 0.14% | 59 |
|
|
2023
Q1 | $392K | Buy |
9,597
+564
| +6% | +$23K | 0.15% | 59 |
|
|
2022
Q4 | $463K | Sell |
9,033
-63
| -0.7% | -$3.23K | 0.2% | 55 |
|
|
2022
Q3 | $398K | Sell |
9,096
-339
| -4% | -$14.8K | 0.17% | 53 |
|
|
2022
Q2 | $495K | Sell |
9,435
-273
| -3% | -$14.3K | 0.2% | 50 |
|
|
2022
Q1 | $503K | Sell |
9,708
-275
| -3% | -$14.2K | 0.17% | 50 |
|
|
2021
Q4 | $590K | Buy |
9,983
+682
| +7% | +$40.3K | 0.2% | 51 |
|
|
2021
Q3 | $400K | Buy |
9,301
+252
| +3% | +$10.8K | 0.14% | 58 |
|
|
2021
Q2 | $354K | Buy |
9,049
+2,402
| +36% | +$94K | 0.13% | 57 |
|
|
2021
Q1 | $241K | Buy |
6,647
+3,661
| +123% | +$133K | 0.1% | 59 |
|
|
2020
Q4 | $110K | Buy |
2,986
+1,395
| +88% | +$51.4K | 0.05% | 71 |
|
|
2020
Q3 | $58K | Buy |
1,591
+228
| +17% | +$8.31K | 0.02% | 87 |
|
|
2020
Q2 | $45K | Buy |
1,363
+77
| +6% | +$2.54K | 0.02% | 98 |
|
|
2020
Q1 | $42K | Sell |
1,286
-60
| -4% | -$1.96K | 0.02% | 94 |
|
|
2019
Q4 | $53K | Buy |
1,346
+9
| +0.7% | +$354 | 0.03% | 110 |
|
|
2019
Q3 | $48K | Sell |
1,337
-351
| -21% | -$12.6K | 0.03% | 106 |
|
|
2019
Q2 | $73K | Sell |
1,688
-213
| -11% | -$9.21K | 0.04% | 93 |
|
|
2019
Q1 | $81K | Buy |
1,901
+1,082
| +132% | +$46.1K | 0.04% | 91 |
|
|
2018
Q4 | $36K | Buy |
819
+336
| +70% | +$14.8K | 0.02% | 117 |
|
|
2018
Q3 | $21K | Sell |
483
-44
| -8% | -$1.91K | 0.01% | 135 |
|
|
2018
Q2 | $19K | Sell |
527
-17,139
| -97% | -$618K | 0.01% | 157 |
|
|
2018
Q1 | $627K | Sell |
17,666
-24,536
| -58% | -$871K | 0.37% | 51 |
|
|
2017
Q4 | $1.53M | Buy |
42,202
+2,438
| +6% | +$88.3K | 0.92% | 31 |
|
|
2017
Q3 | $1.42M | Buy |
39,764
+1,466
| +4% | +$52.4K | 0.92% | 30 |
|
|
2017
Q2 | $1.29M | Buy |
38,298
+37,482
| +4,593% | +$1.26M | 0.81% | 35 |
|
|
2017
Q1 | $28K | Buy |
816
+150
| +23% | +$5.15K | 0.02% | 129 |
|
|
2016
Q4 | $22K | Sell |
666
-2,056
| -76% | -$67.9K | 0.02% | 120 |
|
|
2016
Q3 | $92K | Sell |
2,722
-8,636
| -76% | -$292K | 0.08% | 78 |
|
|
2016
Q2 | $400K | Buy |
11,358
+10,209
| +889% | +$360K | 0.49% | 30 |
|
|
2016
Q1 | $34K | Sell |
1,149
-341
| -23% | -$10.1K | 0.05% | 52 |
|
|
2015
Q4 | $48K | Buy |
1,490
+113
| +8% | +$3.64K | 0.05% | 50 |
|
|
2015
Q3 | $43K | Sell |
1,377
-13,562
| -91% | -$424K | 0.06% | 53 |
|
|
2015
Q2 | $501K | Buy |
14,939
+9,862
| +194% | +$331K | 0.27% | 72 |
|
|
2015
Q1 | $177K | Buy |
+5,077
| New | +$177K | 0.1% | 63 |
|
|
2014
Q4 | – | Sell |
-3,371
| Closed | -$100K | – | 146 |
|
|
2014
Q3 | $100K | Buy |
3,371
+2,395
| +245% | +$71K | 0.06% | 64 |
|
|
2014
Q2 | $29K | Sell |
976
-108,671
| -99% | -$3.23M | 0.02% | 116 |
|
|
2014
Q1 | $3.52M | Buy |
+109,647
| New | +$3.52M | 2.23% | 12 |
|