Beacon Financial Advisory’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
2025
Q1
$1.23M Buy
2024
Q4
$1.1M Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.26M Buy
2024
Q1
$1.12M Buy
2023
Q4
$820K Sell
2023
Q3
$970K Buy
2023
Q2
$1.04M Buy
2023
Q1
$1.14M Buy
2022
Q4
$1.38M Buy
2022
Q3
$1.16M Sell
2022
Q2
$1.65M Sell
2022
Q1
$1.63M Buy
2021
Q4
$1.84M Buy
2021
Q3
$1.3M Sell
2021
Q2
$1.19M Sell
2021
Q1
$1.14M Buy
2020
Q4
$1.09M Sell
2020
Q3
$1.07M Buy
2020
Q2
$668K Sell
2020
Q1
$1.08M Buy
2019
Q4
$1.28M Buy