BWP
Baldwin Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
28,871
-292
| -1% | -$7.08K | 0.05% | 123 |
|
|
2025
Q1 | $739K | Sell |
29,163
-3,012
| -9% | -$76.3K | 0.05% | 117 |
|
|
2024
Q4 | $854K | Sell |
32,175
-6,502
| -17% | -$172K | 0.06% | 109 |
|
|
2024
Q3 | $1.12M | Buy |
38,677
+2,483
| +7% | +$71.9K | 0.08% | 120 |
|
|
2024
Q2 | $1.01M | Sell |
36,194
-19,071
| -35% | -$534K | 0.08% | 104 |
|
|
2024
Q1 | $1.53M | Sell |
55,265
-1,994
| -3% | -$55.3K | 0.12% | 92 |
|
|
2023
Q4 | $1.65M | Sell |
57,259
-1,899
| -3% | -$54.7K | 0.13% | 85 |
|
|
2023
Q3 | $1.96M | Sell |
59,158
-17,200
| -23% | -$571K | 0.17% | 85 |
|
|
2023
Q2 | $2.8M | Buy |
76,358
+182
| +0.2% | +$6.68K | 0.23% | 80 |
|
|
2023
Q1 | $3.11M | Sell |
76,176
-44
| -0.1% | -$1.8K | 0.27% | 75 |
|
|
2022
Q4 | $3.91M | Buy |
76,220
+29,308
| +62% | +$1.5M | 0.35% | 71 |
|
|
2022
Q3 | $2.05M | Sell |
46,912
-140
| -0.3% | -$6.13K | 0.28% | 52 |
|
|
2022
Q2 | $2.47M | Sell |
47,052
-5,500
| -10% | -$288K | 0.32% | 48 |
|
|
2022
Q1 | $2.72M | Buy |
52,552
+15,800
| +43% | +$818K | 0.29% | 51 |
|
|
2021
Q4 | $2.17M | Buy |
36,752
+220
| +0.6% | +$13K | 0.22% | 57 |
|
|
2021
Q3 | $1.57M | Sell |
36,532
-319
| -0.9% | -$13.7K | 0.17% | 61 |
|
|
2021
Q2 | $1.44M | Sell |
36,851
-114
| -0.3% | -$4.46K | 0.16% | 68 |
|
|
2021
Q1 | $1.34M | Sell |
36,965
-3,250
| -8% | -$118K | 0.16% | 68 |
|
|
2020
Q4 | $1.48M | Hold |
40,215
| – | -$79.9K | 0.19% | 64 |
|
|
2020
Q3 | $1.48M | Hold |
40,215
| – | – | 0.2% | 67 |
|
|
2020
Q2 | $1.32M | Hold |
40,215
| – | – | 0.19% | 69 |
|
|
2020
Q1 | $1.31M | Sell |
40,215
-1,703
| -4% | -$55.6K | 0.23% | 64 |
|
|
2019
Q4 | $1.64M | Buy |
41,918
+650
| +2% | +$25.5K | 0.23% | 67 |
|
|
2019
Q3 | $1.48M | Sell |
41,268
-233
| -0.6% | -$8.39K | 0.22% | 67 |
|
|
2019
Q2 | $1.8M | Buy |
41,501
+7,653
| +23% | +$332K | 0.27% | 66 |
|
|
2019
Q1 | $1.44M | Buy |
33,848
+7,283
| +27% | +$309K | 0.21% | 73 |
|
|
2018
Q4 | $1.16M | Buy |
26,565
+200
| +0.8% | +$8.74K | 0.19% | 75 |
|
|
2018
Q3 | $1.16M | Sell |
26,365
-1,025
| -4% | -$45.2K | 0.16% | 81 |
|
|
2018
Q2 | $994K | Sell |
27,390
-250
| -0.9% | -$9.09K | 0.15% | 91 |
|
|
2018
Q1 | $981K | Sell |
27,640
-1,094
| -4% | -$38.8K | 0.16% | 87 |
|
|
2017
Q4 | $1.04M | Sell |
28,734
-739
| -3% | -$26.8K | 0.16% | 89 |
|
|
2017
Q3 | $1.05M | Sell |
29,473
-3,267
| -10% | -$117K | 0.17% | 88 |
|
|
2017
Q2 | $1.1M | Hold |
32,740
| – | – | 0.18% | 82 |
|
|
2017
Q1 | $1.12M | Sell |
32,740
-67
| -0.2% | -$2.3K | 0.18% | 83 |
|
|
2016
Q4 | $1.07M | Sell |
32,807
-7,933
| -19% | -$258K | 0.19% | 75 |
|
|
2016
Q3 | $1.38M | Sell |
40,740
-3,975
| -9% | -$135K | 0.25% | 66 |
|
|
2016
Q2 | $1.57M | Buy |
44,715
+1,534
| +4% | +$54K | 0.32% | 51 |
|
|
2016
Q1 | $1.28M | Sell |
43,181
-463
| -1% | -$13.7K | 0.23% | 92 |
|
|
2015
Q4 | $1.41M | Sell |
43,644
-2,861
| -6% | -$92.3K | 0.23% | 93 |
|
|
2015
Q3 | $1.46M | Hold |
46,505
| – | – | 0.25% | 90 |
|
|
2015
Q2 | $1.56M | Buy |
46,505
+625
| +1% | +$20.9K | 0.23% | 94 |
|
|
2015
Q1 | $1.6M | Hold |
45,880
| – | – | 0.24% | 95 |
|
|
2014
Q4 | $1.43M | Sell |
45,880
-2,450
| -5% | -$76.3K | 0.21% | 110 |
|
|
2014
Q3 | $1.43M | Buy |
48,330
+32,773
| +211% | +$969K | 0.2% | 100 |
|
|
2014
Q2 | $462K | Sell |
15,557
-200
| -1% | -$5.95K | 0.07% | 173 |
|
|
2014
Q1 | $506K | Sell |
15,757
-275
| -2% | -$8.84K | 0.08% | 166 |
|
|
2013
Q4 | $491K | Sell |
16,032
-1,559
| -9% | -$47.7K | 0.08% | 167 |
|
|
2013
Q3 | $505K | Sell |
17,591
-1,665
| -9% | -$47.8K | 0.09% | 162 |
|
|
2013
Q2 | $539K | Buy |
+19,256
| New | +$539K | 0.11% | 143 |
|