Beacon Capital Management LLC (Tennessee)’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
10,410
-465
-4% -$11.3K 0.03% 112
2025
Q1
$276K Sell
10,875
-183
-2% -$4.64K 0.04% 105
2024
Q4
$293K Sell
11,058
-1,120
-9% -$29.7K 0.04% 97
2024
Q3
$352K Buy
12,178
+1,402
+13% +$40.6K 0.05% 81
2024
Q2
$302K Sell
10,776
-34
-0.3% -$951 0.06% 78
2024
Q1
$300K Buy
10,810
+183
+2% +$5.08K 0.06% 73
2023
Q4
$352K Sell
10,627
-696
-6% -$23.1K 0.1% 53
2023
Q3
$415K Hold
11,323
0.11% 50
2023
Q2
$415K Buy
11,323
+542
+5% +$19.9K 0.11% 50
2023
Q1
$440K Sell
10,781
-389
-3% -$15.9K 0.13% 50
2022
Q4
$572K Buy
11,170
+404
+4% +$20.7K 0.19% 42
2022
Q3
$565K Sell
10,766
-16
-0.1% -$840 0.19% 39
2022
Q2
$558K Hold
10,782
0.14% 48
2022
Q1
$558K Buy
+10,782
New +$558K 0.13% 48