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 |
|