BAM
Baldrige Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $46K | Sell |
1,118
-384
| -26% | -$15.8K | 0.02% | 181 |
|
|
2022
Q4 | $77K | Hold |
1,502
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $66K | Hold |
1,502
| – | – | 0.03% | 155 |
|
|
2022
Q2 | $79K | Hold |
1,502
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $78K | Sell |
1,502
-110
| -7% | -$5.71K | 0.03% | 151 |
|
|
2021
Q4 | $95K | Sell |
1,612
-121
| -7% | -$7.13K | 0.04% | 138 |
|
|
2021
Q3 | $75K | Sell |
1,733
-121
| -7% | -$5.24K | 0.03% | 144 |
|
|
2021
Q2 | $73K | Buy |
+1,854
| New | +$73K | 0.03% | 145 |
|
|
2020
Q1 | – | Sell |
-1,981
| Closed | -$78K | – | 82 |
|
|
2019
Q4 | $78K | Sell |
1,981
-82
| -4% | -$3.23K | 0.06% | 75 |
|
|
2019
Q3 | $74K | Sell |
2,063
-565
| -21% | -$20.3K | 0.07% | 72 |
|
|
2019
Q2 | $114K | Buy |
2,628
+350
| +15% | +$15.2K | 0.11% | 67 |
|
|
2019
Q1 | $97K | Buy |
+2,278
| New | +$97K | 0.09% | 66 |
|