BCWM
Bartlett & Co Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
123,665
-17,810
| -13% | -$432K | 0.04% | 165 |
|
|
2025
Q1 | $3.58M | Sell |
141,475
-10,240
| -7% | -$259K | 0.05% | 151 |
|
|
2024
Q4 | $4.03M | Sell |
151,715
-17,599
| -10% | -$467K | 0.06% | 148 |
|
|
2024
Q3 | $4.9M | Sell |
169,314
-9,031
| -5% | -$261K | 0.07% | 137 |
|
|
2024
Q2 | $4.99M | Sell |
178,345
-28,721
| -14% | -$804K | 0.08% | 136 |
|
|
2024
Q1 | $5.75M | Sell |
207,066
-34,162
| -14% | -$948K | 0.09% | 130 |
|
|
2023
Q4 | $6.94M | Sell |
241,228
-9,182
| -4% | -$264K | 0.11% | 120 |
|
|
2023
Q3 | $8.31M | Sell |
250,410
-25,659
| -9% | -$851K | 0.15% | 104 |
|
|
2023
Q2 | $10.1M | Buy |
276,069
+74,849
| +37% | +$2.75M | 0.18% | 93 |
|
|
2023
Q1 | $8.21M | Buy |
201,220
+23,105
| +13% | +$943K | 0.16% | 101 |
|
|
2022
Q4 | $9.13M | Sell |
178,115
-369
| -0.2% | -$18.9K | 0.18% | 99 |
|
|
2022
Q3 | $7.81M | Sell |
178,484
-1,985
| -1% | -$86.9K | 0.17% | 105 |
|
|
2022
Q2 | $9.46M | Sell |
180,469
-3,554
| -2% | -$186K | 0.19% | 95 |
|
|
2022
Q1 | $9.53M | Sell |
184,023
-3,414
| -2% | -$177K | 0.17% | 102 |
|
|
2021
Q4 | $11.1M | Sell |
187,437
-6,547
| -3% | -$387K | 0.19% | 96 |
|
|
2021
Q3 | $8.34M | Buy |
193,984
+19,444
| +11% | +$836K | 0.16% | 103 |
|
|
2021
Q2 | $6.83M | Sell |
174,540
-1,949
| -1% | -$76.3K | 0.13% | 117 |
|
|
2021
Q1 | $6.39M | Sell |
176,489
-854
| -0.5% | -$30.9K | 0.13% | 115 |
|
|
2020
Q4 | $6.53M | Sell |
177,343
-12,231
| -6% | -$450K | 0.14% | 113 |
|
|
2020
Q3 | $6.96M | Sell |
189,574
-4,029
| -2% | -$148K | 0.16% | 107 |
|
|
2020
Q2 | $6.33M | Sell |
193,603
-11,089
| -5% | -$363K | 0.17% | 109 |
|
|
2020
Q1 | $6.68M | Sell |
204,692
-3,528
| -2% | -$115K | 0.2% | 98 |
|
|
2019
Q4 | $8.16M | Sell |
208,220
-6,247
| -3% | -$245K | 0.2% | 100 |
|
|
2019
Q3 | $7.71M | Buy |
214,467
+67,440
| +46% | +$2.42M | 0.2% | 103 |
|
|
2019
Q2 | $6.37M | Sell |
147,027
-432
| -0.3% | -$18.7K | 0.24% | 80 |
|
|
2019
Q1 | $6.26M | Sell |
147,459
-1,960
| -1% | -$83.2K | 0.24% | 81 |
|
|
2018
Q4 | $6.52M | Sell |
149,419
-3,482
| -2% | -$152K | 0.28% | 74 |
|
|
2018
Q3 | $6.74M | Sell |
152,901
-914
| -0.6% | -$40.3K | 0.25% | 80 |
|
|
2018
Q2 | $5.58M | Sell |
153,815
-13,274
| -8% | -$482K | 0.23% | 81 |
|
|
2018
Q1 | $5.93M | Buy |
+167,089
| New | +$5.93M | 0.24% | 78 |
|