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Baker Tilly Wealth Management’s Pfizer PFE Stock Holding History

Baker Tilly Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Sell
10,620
-758
-7% -$20.2K 0.07% 211
2025
Q4 		$283K Buy
11,378
+1,449
+15% +$36.5K 0.07% 229
2025
Q3 		$253K Buy
+9,929
New +$245K 0.06% 240
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% -$1.45M 0.12% 181
2023
Q3 		$2.45M Sell
73,727
-25,379
-26% -$897K 0.4% 54
2023
Q2 		$3.64M Buy
99,106
+5,973
+6% +$232K 0.38% 62
2023
Q1 		$3.8M Sell
93,133
-7,437
-7% -$321K 0.43% 52
2022
Q4 		$5.15M Buy
100,570
+3,930
+4% +$188K 0.64% 32
2022
Q3 		$4.23M Buy
96,640
+1,419
+1% +$69K 0.58% 33
2022
Q2 		$4.99M Buy
95,221
+5,348
+6% +$273K 0.65% 32
2022
Q1 		$4.65M Sell
89,873
-3,212
-3% -$167K 0.52% 40
2021
Q4 		$5.5M Buy
93,085
+4,593
+5% +$228K 0.59% 34
2021
Q3 		$3.81M Buy
88,492
+15,806
+22% +$700K 0.5% 40
2021
Q2 		$2.85M Buy
72,686
+7,336
+11% +$285K 0.46% 45
2021
Q1 		$2.37M Buy
65,350
+27,308
+72% +$970K 0.49% 43
2020
Q4 		$1.4M Buy
+38,042
New +$1.4M 0.43% 53

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