WNY Asset Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
39,101
+748
+2% +$18.1K 0.1% 88
2025
Q1
$972K Buy
38,353
+8,667
+29% +$220K 0.12% 92
2024
Q4
$788K Sell
29,686
-9,061
-23% -$240K 0.1% 100
2024
Q3
$1.12M Sell
38,747
-859
-2% -$24.9K 0.13% 84
2024
Q2
$1.11M Buy
39,606
+1,800
+5% +$50.4K 0.15% 90
2024
Q1
$1.05M Sell
37,806
-5,199
-12% -$144K 0.16% 90
2023
Q4
$1.24M Buy
43,005
+1,338
+3% +$38.5K 0.21% 77
2023
Q3
$1.38M Buy
41,667
+5,620
+16% +$186K 0.27% 64
2023
Q2
$1.32M Sell
36,047
-1,194
-3% -$43.8K 0.28% 61
2023
Q1
$1.52M Sell
37,241
-1,393
-4% -$56.8K 0.36% 55
2022
Q4
$1.98M Sell
38,634
-5,358
-12% -$275K 0.54% 46
2022
Q3
$1.93M Sell
43,992
-7,729
-15% -$339K 0.7% 43
2022
Q2
$2.7M Sell
51,721
-1,799
-3% -$94K 0.92% 31
2022
Q1
$2.77M Buy
53,520
+1,852
+4% +$96K 0.86% 30
2021
Q4
$3.06M Buy
51,668
+3,632
+8% +$215K 0.91% 28
2021
Q3
$2.07M Buy
48,036
+3,182
+7% +$137K 0.71% 36
2021
Q2
$1.76M Buy
44,854
+2,338
+5% +$91.7K 0.63% 35
2021
Q1
$1.54M Buy
42,516
+10,316
+32% +$374K 0.62% 29
2020
Q4
$1.19M Buy
+32,200
New +$1.19M 0.6% 23