Ballast Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $372K | Buy |
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