BIM
Baldwin Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
53,238
+7,320
| +16% | +$177K | 0.16% | 85 |
|
|
2025
Q1 | $1.16M | Buy |
45,918
+27,940
| +155% | +$708K | 0.14% | 90 |
|
|
2024
Q4 | $477K | Sell |
17,978
-2,320
| -11% | -$61.6K | 0.06% | 156 |
|
|
2024
Q3 | $587K | Buy |
20,298
+5,875
| +41% | +$170K | 0.07% | 145 |
|
|
2024
Q2 | $404K | Buy |
14,423
+100
| +0.7% | +$2.8K | 0.06% | 161 |
|
|
2024
Q1 | $397K | Sell |
14,323
-1,125
| -7% | -$31.2K | 0.05% | 164 |
|
|
2023
Q4 | $445K | Sell |
15,448
-300
| -2% | -$8.64K | 0.07% | 146 |
|
|
2023
Q3 | $522K | Sell |
15,748
-1,928
| -11% | -$64K | 0.09% | 132 |
|
|
2023
Q2 | $648K | Sell |
17,676
-400
| -2% | -$14.7K | 0.11% | 125 |
|
|
2023
Q1 | $738K | Buy |
18,076
+147
| +0.8% | +$6K | 0.13% | 113 |
|
|
2022
Q4 | $919K | Sell |
17,929
-50
| -0.3% | -$2.56K | 0.17% | 92 |
|
|
2022
Q3 | $787 | Hold |
17,979
| – | – | 0.16% | 99 |
|
|
2022
Q2 | $943 | Hold |
17,979
| – | – | 0.18% | 96 |
|
|
2022
Q1 | $931 | Sell |
17,979
-600
| -3% | -$31 | 0.14% | 109 |
|
|
2021
Q4 | $1.1K | Sell |
18,579
-300
| -2% | -$18 | 0.17% | 96 |
|
|
2021
Q3 | $812K | Hold |
18,879
| – | – | 0.14% | 112 |
|
|
2021
Q2 | $739K | Sell |
18,879
-3,925
| -17% | -$154K | 0.13% | 118 |
|
|
2021
Q1 | $826K | Sell |
22,804
-12,185
| -35% | -$441K | 0.15% | 114 |
|
|
2020
Q4 | $1.29M | Buy |
34,989
+1,525
| +5% | +$56.1K | 0.25% | 73 |
|
|
2020
Q3 | $1.23M | Buy |
33,464
+26,286
| +366% | +$965K | 0.29% | 60 |
|
|
2020
Q2 | $235K | Buy |
7,178
+425
| +6% | +$13.9K | 0.07% | 141 |
|
|
2020
Q1 | $220K | Sell |
6,753
-125
| -2% | -$4.07K | 0.08% | 134 |
|
|
2019
Q4 | $269K | Sell |
6,878
-200
| -3% | -$7.82K | 0.07% | 147 |
|
|
2019
Q3 | $254K | Hold |
7,078
| – | – | 0.07% | 145 |
|
|
2019
Q2 | $307K | Sell |
7,078
-100
| -1% | -$4.34K | 0.09% | 135 |
|
|
2019
Q1 | $305K | Hold |
7,178
| – | – | 0.09% | 133 |
|
|
2018
Q4 | $313K | Sell |
7,178
-250
| -3% | -$10.9K | 0.1% | 126 |
|
|
2018
Q3 | $327K | Sell |
7,428
-800
| -10% | -$35.2K | 0.09% | 131 |
|
|
2018
Q2 | $299K | Buy |
+8,228
| New | +$299K | 0.09% | 141 |
|