BRWA
B. Riley Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
+147,231
| New | +$3.57M | 0.17% | 124 |
|
|
2024
Q4 | $6.62M | Sell |
249,606
-51,067
| -17% | -$1.35M | 0.22% | 103 |
|
|
2024
Q3 | $8.63M | Sell |
300,673
-64,478
| -18% | -$1.85M | 0.24% | 87 |
|
|
2024
Q2 | $10.2M | Buy |
365,151
+37,455
| +11% | +$1.05M | 0.26% | 80 |
|
|
2024
Q1 | $10.9M | Buy |
327,696
+49,129
| +18% | +$1.63M | 0.29% | 71 |
|
|
2023
Q4 | $8.02M | Sell |
278,567
-49,129
| -15% | -$1.41M | 0.22% | 101 |
|
|
2023
Q3 | $10.9M | Sell |
327,696
-1,078
| -0.3% | -$35.8K | 0.29% | 71 |
|
|
2023
Q2 | $12.1M | Sell |
328,774
-19,825
| -6% | -$727K | 0.27% | 78 |
|
|
2023
Q1 | $14.2M | Buy |
348,599
+2,354
| +0.7% | +$96K | 0.38% | 53 |
|
|
2022
Q4 | $17.7M | Buy |
346,245
+9,214
| +3% | +$472K | 0.5% | 40 |
|
|
2022
Q3 | $14.8M | Buy |
337,031
+141,534
| +72% | +$6.19M | 0.45% | 45 |
|
|
2022
Q2 | $10.3M | Sell |
195,497
-22,867
| -10% | -$1.2M | 0.43% | 49 |
|
|
2022
Q1 | $11.3M | Sell |
218,364
-130,802
| -37% | -$6.77M | 0.37% | 52 |
|
|
2021
Q4 | $20.6M | Sell |
349,166
-475
| -0.1% | -$28.1K | 0.59% | 22 |
|
|
2021
Q3 | $15M | Buy |
349,641
+15,223
| +5% | +$654K | 0.48% | 37 |
|
|
2021
Q2 | $13.1M | Buy |
334,418
+93,382
| +39% | +$3.65M | 0.42% | 41 |
|
|
2021
Q1 | $8.74M | Buy |
241,036
+77,592
| +47% | +$2.81M | 0.31% | 64 |
|
|
2020
Q4 | $6.02M | Sell |
163,444
-16,835
| -9% | -$620K | 0.32% | 71 |
|
|
2020
Q3 | $6.49M | Buy |
180,279
+51,913
| +40% | +$1.87M | 0.35% | 69 |
|
|
2020
Q2 | $4.2M | Buy |
128,366
+1,586
| +1% | +$51.9K | 0.28% | 90 |
|
|
2020
Q1 | $4.14M | Sell |
126,780
-11,224
| -8% | -$367K | 0.35% | 65 |
|
|
2019
Q4 | $5.41M | Buy |
138,004
+9,121
| +7% | +$357K | 0.46% | 47 |
|
|
2019
Q3 | $4.63M | Buy |
128,883
+27,005
| +27% | +$971K | 0.46% | 42 |
|
|
2019
Q2 | $4.42M | Buy |
101,878
+15,518
| +18% | +$672K | 0.48% | 40 |
|
|
2019
Q1 | $3.67M | Sell |
86,360
-285
| -0.3% | -$12.1K | 0.46% | 51 |
|
|
2018
Q4 | $3.79M | Buy |
86,645
+1,037
| +1% | +$45.3K | 0.54% | 39 |
|
|
2018
Q3 | $3.78M | Buy |
85,608
+5,625
| +7% | +$248K | 0.45% | 53 |
|
|
2018
Q2 | $2.9M | Buy |
79,983
+2,177
| +3% | +$79K | 0.38% | 59 |
|
|
2018
Q1 | $2.76M | Sell |
77,806
-31,674
| -29% | -$1.12M | 0.39% | 62 |
|
|
2017
Q4 | $3.97M | Buy |
109,480
+216
| +0.2% | +$7.83K | 0.54% | 39 |
|
|
2017
Q3 | $3.9M | Buy |
109,264
+1,124
| +1% | +$40.2K | 0.65% | 34 |
|
|
2017
Q2 | $3.64M | Sell |
108,140
-6,107
| -5% | -$205K | 0.66% | 29 |
|
|
2017
Q1 | $3.91M | Buy |
114,247
+782
| +0.7% | +$26.8K | 0.78% | 25 |
|
|
2016
Q4 | $3.69M | Sell |
113,465
-8,269
| -7% | -$269K | 0.75% | 29 |
|
|
2016
Q3 | $3.22M | Sell |
121,734
-12,728
| -9% | -$337K | 0.63% | 27 |
|
|
2016
Q2 | $3.78M | Sell |
134,462
-22,512
| -14% | -$632K | 0.76% | 21 |
|
|
2016
Q1 | $4.03M | Buy |
156,974
+35,402
| +29% | +$908K | 0.93% | 15 |
|
|
2015
Q4 | $3.93M | Buy |
121,572
+14,404
| +13% | +$465K | 0.79% | 20 |
|
|
2015
Q3 | $3.37M | Buy |
107,168
+15,493
| +17% | +$487K | 0.81% | 17 |
|
|
2015
Q2 | $3.08M | Sell |
91,675
-9,776
| -10% | -$328K | 0.77% | 19 |
|
|
2015
Q1 | $3.53M | Sell |
101,451
-59,650
| -37% | -$2.07M | 0.86% | 13 |
|
|
2014
Q4 | $27.6K | Buy |
161,101
+70,699
| +78% | +$12.1K | 0.59% | 19 |
|
|
2014
Q3 | $2.67M | Sell |
90,402
-73,435
| -45% | -$2.17M | 0.7% | 23 |
|
|
2014
Q2 | $2.58M | Buy |
163,837
+92,466
| +130% | +$1.46M | 0.61% | 21 |
|
|
2014
Q1 | $2.29M | Buy |
71,371
+507
| +0.7% | +$16.3K | 0.69% | 25 |
|
|
2013
Q4 | $2.17M | Sell |
70,864
-4,851
| -6% | -$149K | 0.69% | 25 |
|
|
2013
Q3 | $2.18M | Buy |
75,715
+1,223
| +2% | +$35.1K | 0.74% | 19 |
|
|
2013
Q2 | $2.09M | Buy |
+74,492
| New | +$2.09M | 0.71% | 22 |
|