BTWM
Baker Tilly Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,681
| Closed | -$574K | – | 379 |
|
|
2024
Q1 | $574K | Sell |
20,681
-5,078
| -20% | -$141K | 0.1% | 221 |
|
|
2023
Q4 | $742K | Sell |
25,759
-47,968
| -65% | -$1.38M | 0.12% | 181 |
|
|
2023
Q3 | $2.45M | Sell |
73,727
-25,379
| -26% | -$842K | 0.4% | 54 |
|
|
2023
Q2 | $3.64M | Buy |
99,106
+5,973
| +6% | +$219K | 0.38% | 62 |
|
|
2023
Q1 | $3.8M | Sell |
93,133
-7,437
| -7% | -$303K | 0.43% | 52 |
|
|
2022
Q4 | $5.15M | Buy |
100,570
+3,930
| +4% | +$201K | 0.63% | 32 |
|
|
2022
Q3 | $4.23M | Buy |
96,640
+1,419
| +1% | +$62.1K | 0.58% | 33 |
|
|
2022
Q2 | $4.99M | Buy |
95,221
+5,348
| +6% | +$280K | 0.65% | 32 |
|
|
2022
Q1 | $4.65M | Sell |
89,873
-3,212
| -3% | -$166K | 0.52% | 40 |
|
|
2021
Q4 | $5.5M | Buy |
93,085
+4,593
| +5% | +$271K | 0.59% | 34 |
|
|
2021
Q3 | $3.81M | Buy |
88,492
+15,806
| +22% | +$680K | 0.5% | 40 |
|
|
2021
Q2 | $2.85M | Buy |
72,686
+7,336
| +11% | +$287K | 0.46% | 45 |
|
|
2021
Q1 | $2.37M | Buy |
65,350
+27,308
| +72% | +$990K | 0.49% | 43 |
|
|
2020
Q4 | $1.4M | Buy |
+38,042
| New | +$1.4M | 0.43% | 53 |
|