BWP
Balboa Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Sell |
29,672
-1,072
| -3% | -$26K | 0.14% | 122 |
|
|
2025
Q1 | $779K | Buy |
30,744
+66
| +0.2% | +$1.67K | 0.19% | 94 |
|
|
2024
Q4 | $814K | Buy |
30,678
+480
| +2% | +$12.7K | 0.19% | 95 |
|
|
2024
Q3 | $874K | Buy |
30,198
+10,852
| +56% | +$314K | 0.22% | 90 |
|
|
2024
Q2 | $541K | Buy |
19,346
+5,167
| +36% | +$145K | 0.14% | 127 |
|
|
2024
Q1 | $393K | Buy |
14,179
+265
| +2% | +$7.35K | 0.12% | 133 |
|
|
2023
Q4 | $401K | Sell |
13,914
-3,266
| -19% | -$94K | 0.13% | 128 |
|
|
2023
Q3 | $570K | Sell |
17,180
-2,454
| -12% | -$81.4K | 0.21% | 86 |
|
|
2023
Q2 | $720K | Sell |
19,634
-1,139
| -5% | -$41.8K | 0.25% | 69 |
|
|
2023
Q1 | $848K | Sell |
20,773
-1,482
| -7% | -$60.5K | 0.32% | 61 |
|
|
2022
Q4 | $1.14M | Sell |
22,255
-2,680
| -11% | -$137K | 0.51% | 46 |
|
|
2022
Q3 | $1.09M | Buy |
+24,935
| New | +$1.09M | 0.48% | 43 |
|