WF
WoodTrust Financial’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
403,117
+276,194
| +218% | +$6.7M | 1.24% | 25 |
|
|
2025
Q1 | $3.22M | Sell |
126,923
-149,391
| -54% | -$3.79M | 0.45% | 42 |
|
|
2024
Q4 | $7.33M | Sell |
276,314
-49,056
| -15% | -$1.3M | 1.03% | 27 |
|
|
2024
Q3 | $9.42M | Buy |
325,370
+37,078
| +13% | +$1.07M | 1.34% | 23 |
|
|
2024
Q2 | $8.07M | Buy |
288,292
+19,190
| +7% | +$537K | 1.25% | 25 |
|
|
2024
Q1 | $7.47K | Buy |
269,102
+87,287
| +48% | +$2.42K | 1.18% | 26 |
|
|
2023
Q4 | $5.23M | Sell |
181,815
-39,534
| -18% | -$1.14M | 0.89% | 35 |
|
|
2023
Q3 | $7.34M | Sell |
221,349
-3,290
| -1% | -$109K | 1.4% | 22 |
|
|
2023
Q2 | $8.24M | Buy |
224,639
+7,394
| +3% | +$271K | 1.53% | 19 |
|
|
2023
Q1 | $8.86M | Buy |
217,245
+8,842
| +4% | +$361K | 1.72% | 19 |
|
|
2022
Q4 | $10.7M | Buy |
208,403
+2,020
| +1% | +$104K | 2.21% | 13 |
|
|
2022
Q3 | $9.03M | Buy |
206,383
+7,418
| +4% | +$325K | 2.03% | 17 |
|
|
2022
Q2 | $10.4M | Buy |
198,965
+21,758
| +12% | +$1.14M | 2.34% | 12 |
|
|
2022
Q1 | $9.17M | Buy |
177,207
+2,159
| +1% | +$112K | 1.86% | 17 |
|
|
2021
Q4 | $10.3M | Buy |
175,048
+5,392
| +3% | +$318K | 2.14% | 13 |
|
|
2021
Q3 | $7.3M | Buy |
169,656
+11,532
| +7% | +$496K | 1.71% | 21 |
|
|
2021
Q2 | $6.19M | Buy |
158,124
+53,874
| +52% | +$2.11M | 1.63% | 23 |
|
|
2021
Q1 | $3.78M | Buy |
+104,250
| New | +$3.78M | 1.11% | 34 |
|
|
2020
Q4 | – | Sell |
-5,581
| Closed | -$205K | – | 110 |
|
|
2020
Q3 | $205K | Buy |
+5,581
| New | +$205K | 0.07% | 100 |
|
|
2020
Q1 | – | Sell |
-6,838
| Closed | -$268K | – | 76 |
|
|
2019
Q4 | $268K | Sell |
6,838
-191
| -3% | -$7.49K | 0.11% | 66 |
|
|
2019
Q3 | $253K | Buy |
7,029
+154
| +2% | +$5.54K | 0.11% | 64 |
|
|
2019
Q2 | $298K | Sell |
6,875
-249
| -3% | -$10.8K | 0.13% | 65 |
|
|
2019
Q1 | $303K | Sell |
7,124
-14,993
| -68% | -$638K | 0.14% | 62 |
|
|
2018
Q4 | $965K | Sell |
22,117
-62,721
| -74% | -$2.74M | 0.55% | 44 |
|
|
2018
Q3 | $3.74M | Buy |
84,838
+776
| +0.9% | +$34.2K | 1.81% | 18 |
|
|
2018
Q2 | $3.05M | Buy |
84,062
+2,498
| +3% | +$90.6K | 1.6% | 17 |
|
|
2018
Q1 | $2.9M | Buy |
81,564
+1,199
| +1% | +$42.6K | 1.55% | 20 |
|
|
2017
Q4 | $2.91M | Buy |
+80,365
| New | +$2.91M | 1.55% | 19 |
|