BFA
Beacon Financial Advisory’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
53,664
+5,227
| +11% | +$127K | 0.34% | 78 |
|
|
2025
Q1 | $1.23M | Buy |
48,437
+7,074
| +17% | +$179K | 0.37% | 67 |
|
|
2024
Q4 | $1.1M | Sell |
41,363
-3,166
| -7% | -$84K | 0.36% | 73 |
|
|
2024
Q3 | $1.29M | Sell |
44,529
-583
| -1% | -$16.9K | 0.44% | 55 |
|
|
2024
Q2 | $1.26M | Buy |
45,112
+4,905
| +12% | +$137K | 0.47% | 50 |
|
|
2024
Q1 | $1.12M | Buy |
40,207
+11,713
| +41% | +$325K | 0.54% | 45 |
|
|
2023
Q4 | $820K | Sell |
28,494
-751
| -3% | -$21.6K | 0.4% | 73 |
|
|
2023
Q3 | $970K | Buy |
29,245
+956
| +3% | +$31.7K | 0.54% | 51 |
|
|
2023
Q2 | $1.04M | Buy |
28,289
+452
| +2% | +$16.6K | 0.6% | 46 |
|
|
2023
Q1 | $1.14M | Buy |
27,837
+902
| +3% | +$36.8K | 0.72% | 35 |
|
|
2022
Q4 | $1.38M | Buy |
26,935
+502
| +2% | +$25.7K | 0.99% | 20 |
|
|
2022
Q3 | $1.16M | Sell |
26,433
-4,973
| -16% | -$218K | 0.82% | 32 |
|
|
2022
Q2 | $1.65M | Sell |
31,406
-6
| -0% | -$315 | 0.94% | 25 |
|
|
2022
Q1 | $1.63M | Buy |
31,412
+266
| +0.9% | +$13.8K | 0.78% | 34 |
|
|
2021
Q4 | $1.84M | Buy |
31,146
+798
| +3% | +$47.1K | 0.85% | 26 |
|
|
2021
Q3 | $1.31M | Sell |
30,348
-24
| -0.1% | -$1.03K | 0.68% | 37 |
|
|
2021
Q2 | $1.19M | Sell |
30,372
-1,153
| -4% | -$45.1K | 0.64% | 42 |
|
|
2021
Q1 | $1.14M | Buy |
31,525
+1,860
| +6% | +$67.4K | 0.65% | 37 |
|
|
2020
Q4 | $1.09M | Buy |
29,665
+368
| +1% | +$13.5K | 0.71% | 40 |
|
|
2020
Q3 | $1.08M | Buy |
29,297
+8,854
| +43% | +$325K | 0.93% | 31 |
|
|
2020
Q2 | $668K | Sell |
20,443
-12,568
| -38% | -$411K | 0.73% | 40 |
|
|
2020
Q1 | $1.08M | Buy |
33,011
+386
| +1% | +$12.6K | 1.37% | 21 |
|
|
2019
Q4 | $1.28M | Buy |
+32,625
| New | +$1.28M | 1.09% | 27 |
|