Baron Silver Stevens 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 | $238K | Buy |
9,814
+343
| +4% | +$8.31K | 0.04% | 125 |
|
|
2025
Q1 | $240K | Buy |
9,471
+32
| +0.3% | +$811 | 0.04% | 108 |
|
|
2024
Q4 | $250K | Sell |
9,439
-62
| -0.7% | -$1.65K | 0.04% | 104 |
|
|
2024
Q3 | $275K | Sell |
9,501
-423
| -4% | -$12.2K | 0.05% | 98 |
|
|
2024
Q2 | $278K | Sell |
9,924
-2,348
| -19% | -$65.7K | 0.05% | 93 |
|
|
2024
Q1 | $341K | Buy |
12,272
+477
| +4% | +$13.2K | 0.07% | 85 |
|
|
2023
Q4 | $340K | Sell |
11,795
-3,337
| -22% | -$96.1K | 0.07% | 76 |
|
|
2023
Q3 | $502K | Buy |
15,132
+738
| +5% | +$24.5K | 0.11% | 60 |
|
|
2023
Q2 | $528K | Buy |
14,394
+180
| +1% | +$6.6K | 0.12% | 59 |
|
|
2023
Q1 | $580K | Sell |
14,214
-286
| -2% | -$11.7K | 0.15% | 53 |
|
|
2022
Q4 | $743K | Sell |
14,500
-204
| -1% | -$10.5K | 0.18% | 44 |
|
|
2022
Q3 | $173 | Sell |
14,704
-2,009
| -12% | -$24 | 0.05% | 89 |
|
|
2022
Q2 | $876K | Buy |
16,713
+1,923
| +13% | +$101K | 0.23% | 40 |
|
|
2022
Q1 | $765K | Buy |
14,790
+2,189
| +17% | +$113K | 0.18% | 45 |
|
|
2021
Q4 | $744K | Buy |
12,601
+895
| +8% | +$52.8K | 0.18% | 39 |
|
|
2021
Q3 | $503K | Sell |
11,706
-619
| -5% | -$26.6K | 0.13% | 44 |
|
|
2021
Q2 | $482K | Buy |
12,325
+824
| +7% | +$32.2K | 0.13% | 48 |
|
|
2021
Q1 | $416K | Buy |
11,501
+1,000
| +10% | +$36.2K | 0.23% | 28 |
|
|
2020
Q4 | $386K | Buy |
+10,501
| New | +$386K | 0.13% | 45 |
|