WPA
Winning Points Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $433K | Buy |
+13,501
| New | +$433K | 0.73% | 19 |
|
|
2024
Q1 | $318K | Hold |
11,051
| – | – | 0.49% | 30 |
|
|
2023
Q4 | $318K | Sell |
11,051
-2,450
| -18% | -$70.5K | 0.49% | 30 |
|
|
2023
Q3 | $433K | Buy |
13,501
+2,450
| +22% | +$78.6K | 0.77% | 19 |
|
|
2023
Q2 | $318K | Sell |
11,051
-4,250
| -28% | -$122K | 0.49% | 30 |
|
|
2023
Q1 | $624K | Sell |
15,301
-100
| -0.6% | -$4.08K | 0.69% | 26 |
|
|
2022
Q4 | $789K | Buy |
15,401
+2
| +0% | +$102 | 1.01% | 23 |
|
|
2022
Q3 | $684K | Hold |
15,399
| – | – | 0.84% | 25 |
|
|
2022
Q2 | $807K | Sell |
15,399
-900
| -6% | -$47.2K | 0.89% | 26 |
|
|
2022
Q1 | $844K | Sell |
16,299
-15,724
| -49% | -$814K | 0.66% | 31 |
|
|
2021
Q4 | $1.39M | Buy |
32,023
+15,824
| +98% | +$685K | 1.01% | 29 |
|
|
2021
Q3 | $697K | Buy |
16,199
+2,050
| +14% | +$88.2K | 0.51% | 39 |
|
|
2021
Q2 | $554K | Sell |
14,149
-3,057
| -18% | -$120K | 0.42% | 41 |
|
|
2021
Q1 | $623K | Buy |
17,206
+337
| +2% | +$12.2K | 0.47% | 41 |
|
|
2020
Q4 | $621K | Sell |
16,869
-9,074
| -35% | -$334K | 0.5% | 37 |
|
|
2020
Q3 | $952K | Hold |
25,943
| – | – | 0.81% | 28 |
|
|
2020
Q2 | $848K | Sell |
25,943
-200
| -0.8% | -$6.54K | 0.81% | 27 |
|
|
2020
Q1 | $853K | Sell |
26,143
-5,180
| -17% | -$169K | 0.83% | 29 |
|
|
2019
Q4 | $1.23M | Sell |
31,323
-200
| -0.6% | -$7.83K | 0.78% | 31 |
|
|
2019
Q3 | $1.14M | Sell |
31,523
-500
| -2% | -$18.1K | 0.82% | 31 |
|
|
2019
Q2 | $1.39M | Sell |
32,023
-110
| -0.3% | -$4.76K | 1.01% | 29 |
|
|
2019
Q1 | $1.37M | Buy |
32,133
+120
| +0.4% | +$5.1K | 1.06% | 29 |
|
|
2018
Q4 | $1.39M | Buy |
32,013
+200
| +0.6% | +$8.65K | 1.19% | 26 |
|
|
2018
Q3 | $1.4M | Hold |
31,813
| – | – | 1.03% | 29 |
|
|
2018
Q2 | $1.15M | Sell |
31,813
-1,400
| -4% | -$50.8K | 0.92% | 30 |
|
|
2018
Q1 | $1.16M | Buy |
33,213
+800
| +2% | +$28K | 0.95% | 31 |
|
|
2017
Q4 | $1.17M | Sell |
32,413
-140
| -0.4% | -$5.07K | 0.96% | 28 |
|
|
2017
Q3 | $1.16M | Buy |
32,553
+1,040
| +3% | +$37.1K | 1% | 27 |
|
|
2017
Q2 | $1.07M | Sell |
31,513
-2,800
| -8% | -$94.7K | 1.04% | 26 |
|
|
2017
Q1 | $1.17M | Sell |
34,313
-656
| -2% | -$22.4K | 1.15% | 27 |
|
|
2016
Q4 | $1.14M | Buy |
+34,969
| New | +$1.14M | 1.24% | 30 |
|