Baltimore-Washington Financial 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 | $258K | Sell |
9,189
-1,337
| -13% | -$35.6K | 0.01% | 164 |
|
|
2025
Q4 | $262K | Buy |
+10,526
| New | +$265K | 0.01% | 164 |
|
|
2025
Q3 | – | Sell |
-15,190
| Closed | -$368K | – | 184 |
|
|
2025
Q2 | $368K | Buy |
+15,190
| New | +$354K | 0.02% | 129 |
|
|
2023
Q2 | – | Sell |
-5,729
| Closed | -$234K | – | 151 |
|
|
2023
Q1 | $234K | Sell |
5,729
-15
| -0.3% | -$648 | 0.02% | 133 |
|
|
2022
Q4 | $294K | Sell |
5,744
-12
| -0.2% | -$575 | 0.03% | 116 |
|
|
2022
Q3 | $251K | Buy |
5,756
+614
| +12% | +$29.8K | 0.02% | 138 |
|
|
2022
Q2 | $269K | Buy |
+5,142
| New | +$262K | 0.03% | 111 |
|
|
2022
Q1 | – | Sell |
-4,921
| Closed | -$290K | – | 152 |
|
|
2021
Q4 | $290K | Buy |
+4,921
| New | +$244K | 0.02% | 115 |
|
|
2017
Q2 | – | Sell |
-6,780
| Closed | -$220K | – | 71 |
|
|
2017
Q1 | $220K | Buy |
+6,780
| New | +$214K | 0.06% | 70 |
|
|
2015
Q4 | – | Sell |
-3,638
| Closed | -$108K | – | 208 |
|
|
2015
Q3 | $108K | Buy |
3,638
+14
| +0.4% | +$449 | 0.03% | 107 |
|
|
2015
Q2 | $115K | Hold |
3,624
| – | – | 0.03% | 106 |
|
|
2015
Q1 | $120K | Hold |
3,624
| – | – | 0.03% | 107 |
|
|
2014
Q4 | $107K | Buy |
3,624
+831
| +30% | +$23.8K | 0.03% | 114 |
|
|
2014
Q3 | $78K | Hold |
2,793
| – | – | 0.03% | 122 |
|
|
2014
Q2 | $79K | Buy |
2,793
+580
| +26% | +$16.5K | 0.02% | 136 |
|
|
2014
Q1 | $67K | Sell |
2,213
-95
| -4% | -$2.83K | 0.02% | 124 |
|
|
2013
Q4 | $67K | Buy |
2,308
+95
| +4% | +$2.77K | 0.02% | 146 |
|
|
2013
Q3 | $60K | Hold |
2,213
| – | – | 0.02% | 111 |
|
|
2013
Q2 | $59K | Buy |
+2,213
| New | +$61.1K | 0.03% | 101 |
|
Other funds holding PFE
VCM
VPM
