Baltimore-Washington Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
+15,190
| New | +$368K | 0.02% | 129 |
|
|
2023
Q2 | – | Sell |
-5,729
| Closed | -$234K | – | 148 |
|
|
2023
Q1 | $234K | Sell |
5,729
-15
| -0.3% | -$612 | 0.02% | 131 |
|
|
2022
Q4 | $294K | Sell |
5,744
-12
| -0.2% | -$615 | 0.03% | 116 |
|
|
2022
Q3 | $251K | Buy |
5,756
+614
| +12% | +$26.8K | 0.02% | 138 |
|
|
2022
Q2 | $269K | Buy |
+5,142
| New | +$269K | 0.03% | 111 |
|
|
2022
Q1 | – | Sell |
-4,921
| Closed | -$290K | – | 155 |
|
|
2021
Q4 | $290K | Buy |
+4,921
| New | +$290K | 0.02% | 115 |
|
|
2017
Q2 | – | Sell |
-6,780
| Closed | -$220K | – | 71 |
|
|
2017
Q1 | $220K | Buy |
+6,780
| New | +$220K | 0.06% | 70 |
|
|
2015
Q4 | – | Sell |
-3,638
| Closed | -$108K | – | 208 |
|
|
2015
Q3 | $108K | Buy |
3,638
+14
| +0.4% | +$416 | 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% | +$24.5K | 0.03% | 114 |
|
|
2014
Q3 | $78K | Hold |
2,793
| – | – | 0.03% | 122 |
|
|
2014
Q2 | $79K | Buy |
2,793
+580
| +26% | +$16.4K | 0.02% | 136 |
|
|
2014
Q1 | $67K | Sell |
2,213
-95
| -4% | -$2.88K | 0.02% | 124 |
|
|
2013
Q4 | $67K | Buy |
2,308
+95
| +4% | +$2.76K | 0.02% | 146 |
|
|
2013
Q3 | $60K | Hold |
2,213
| – | – | 0.02% | 111 |
|
|
2013
Q2 | $59K | Buy |
+2,213
| New | +$59K | 0.03% | 101 |
|