Baker Tilly Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $574K | Sell |
|
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|
2023
Q4 | $742K | Sell |
|
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|
2023
Q3 | $2.45M | Sell |
|
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|
2023
Q2 | $3.64M | Buy |
|
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|
2023
Q1 | $3.8M | Sell |
|
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|
2022
Q4 | $5.15M | Buy |
|
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|
2022
Q3 | $4.23M | Buy |
|
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|
2022
Q2 | $4.99M | Buy |
|
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|
2022
Q1 | $4.65M | Sell |
|
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|
2021
Q4 | $5.5M | Buy |
|
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|
2021
Q3 | $3.81M | Buy |
|
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|
2021
Q2 | $2.85M | Buy |
|
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|
2021
Q1 | $2.37M | Buy |
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|
2020
Q4 | $1.4M | Buy |
|