BWM
BCS Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
49,109
+4,329
| +10% | +$105K | 0.26% | 80 |
|
|
2025
Q1 | $1.14M | Sell |
44,780
-935
| -2% | -$23.7K | 0.29% | 76 |
|
|
2024
Q4 | $1.21M | Buy |
+45,715
| New | +$1.21M | 0.3% | 73 |
|
|
2024
Q2 | – | Sell |
-39,494
| Closed | -$1.1M | – | 199 |
|
|
2024
Q1 | $1.1M | Buy |
39,494
+13,241
| +50% | +$367K | 0.35% | 64 |
|
|
2023
Q4 | $756K | Sell |
26,253
-155
| -0.6% | -$4.46K | 0.28% | 85 |
|
|
2023
Q3 | $876K | Buy |
+26,408
| New | +$876K | 0.36% | 68 |
|
|
2023
Q2 | – | Sell |
-12,095
| Closed | -$493K | – | 147 |
|
|
2023
Q1 | $493K | Sell |
12,095
-14,856
| -55% | -$606K | 0.22% | 87 |
|
|
2022
Q4 | $1.38M | Buy |
26,951
+8
| +0% | +$410 | 0.58% | 46 |
|
|
2022
Q3 | $1.18M | Buy |
26,943
+564
| +2% | +$24.7K | 0.55% | 50 |
|
|
2022
Q2 | $1.38M | Buy |
26,379
+452
| +2% | +$23.7K | 0.61% | 39 |
|
|
2022
Q1 | $1.34M | Sell |
25,927
-2,084
| -7% | -$108K | 0.56% | 44 |
|
|
2021
Q4 | $1.65M | Buy |
28,011
+1,931
| +7% | +$114K | 0.59% | 40 |
|
|
2021
Q3 | $1.12M | Buy |
26,080
+1,047
| +4% | +$45K | 0.48% | 50 |
|
|
2021
Q2 | $980K | Buy |
25,033
+201
| +0.8% | +$7.87K | 0.52% | 45 |
|
|
2021
Q1 | $900K | Buy |
24,832
+572
| +2% | +$20.7K | 0.43% | 50 |
|
|
2020
Q4 | $893K | Sell |
24,260
-212
| -0.9% | -$7.8K | 0.46% | 47 |
|
|
2020
Q3 | $898K | Sell |
24,472
-7,874
| -24% | -$289K | 0.51% | 44 |
|
|
2020
Q2 | $1.06M | Buy |
32,346
+246
| +0.8% | +$8.05K | 0.63% | 31 |
|
|
2020
Q1 | $1.05M | Buy |
+32,100
| New | +$1.05M | 0.73% | 30 |
|