BFG
Beacon Financial Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
133,120
-13,403
| -9% | -$325K | 0.34% | 78 |
|
|
2025
Q1 | $3.71M | Sell |
146,523
-10,711
| -7% | -$271K | 0.41% | 66 |
|
|
2024
Q4 | $4.17M | Sell |
157,234
-10,028
| -6% | -$266K | 0.45% | 58 |
|
|
2024
Q3 | $4.84M | Sell |
167,262
-4,165
| -2% | -$121K | 0.52% | 54 |
|
|
2024
Q2 | $4.8M | Sell |
171,427
-6,310
| -4% | -$177K | 0.55% | 49 |
|
|
2024
Q1 | $4.93M | Buy |
177,737
+151,056
| +566% | +$4.19M | 0.57% | 46 |
|
|
2023
Q4 | $768K | Sell |
26,681
-2,148
| -7% | -$61.8K | 0.09% | 169 |
|
|
2023
Q3 | $1.02M | Sell |
28,829
-723
| -2% | -$25.6K | 0.14% | 133 |
|
|
2023
Q2 | $1.07M | Buy |
29,552
+465
| +2% | +$16.8K | 0.14% | 130 |
|
|
2023
Q1 | $1.21M | Sell |
29,087
-332
| -1% | -$13.9K | 0.17% | 122 |
|
|
2022
Q4 | $1.51M | Buy |
29,419
+165
| +0.6% | +$8.45K | 0.21% | 113 |
|
|
2022
Q3 | $1.29M | Sell |
29,254
-135
| -0.5% | -$5.96K | 0.2% | 110 |
|
|
2022
Q2 | $1.49M | Sell |
29,389
-588
| -2% | -$29.8K | 0.22% | 104 |
|
|
2022
Q1 | $1.57M | Sell |
29,977
-140,283
| -82% | -$7.33M | 0.21% | 113 |
|
|
2021
Q4 | $9.65M | Sell |
170,260
-1,951
| -1% | -$111K | 1.25% | 18 |
|
|
2021
Q3 | $7.5M | Buy |
172,211
+460
| +0.3% | +$20K | 1.01% | 27 |
|
|
2021
Q2 | $7.05M | Sell |
171,751
-3,378
| -2% | -$139K | 1% | 25 |
|
|
2021
Q1 | $6.45M | Hold |
175,129
| – | – | 1.01% | 24 |
|
|
2020
Q4 | $6.45M | Buy |
175,129
+1,183
| +0.7% | +$43.5K | 1.01% | 25 |
|
|
2020
Q3 | $6.38M | Sell |
173,946
-4,551
| -3% | -$167K | 1.14% | 19 |
|
|
2020
Q2 | $5.83M | Buy |
178,497
+23,545
| +15% | +$768K | 1.12% | 22 |
|
|
2020
Q1 | $5.06M | Buy |
154,952
+11,680
| +8% | +$382K | 1.11% | 23 |
|
|
2019
Q4 | $5.61M | Buy |
143,272
+4,209
| +3% | +$165K | 0.7% | 35 |
|
|
2019
Q3 | $5.04M | Sell |
139,063
-336
| -0.2% | -$12.2K | 0.86% | 36 |
|
|
2019
Q2 | $6.04M | Sell |
139,399
-255
| -0.2% | -$11K | 1.03% | 30 |
|
|
2019
Q1 | $5.93K | Sell |
139,654
-540
| -0.4% | -$23 | 0.97% | 28 |
|
|
2018
Q4 | $6.02M | Sell |
140,194
-129,363
| -48% | -$5.56M | 1.13% | 27 |
|
|
2018
Q3 | $11.9M | Sell |
269,557
-15,879
| -6% | -$700K | 2% | 8 |
|
|
2018
Q2 | $10.4M | Sell |
285,436
-2,945
| -1% | -$107K | 1.75% | 10 |
|
|
2018
Q1 | $10.2M | Sell |
288,381
-7,805
| -3% | -$277K | 1.75% | 11 |
|
|
2017
Q4 | $10.7M | Sell |
296,186
-9,189
| -3% | -$333K | 1.87% | 11 |
|
|
2017
Q3 | $10.9M | Buy |
305,375
+77,305
| +34% | +$2.76M | 1.97% | 9 |
|
|
2017
Q2 | $7.67M | Buy |
228,070
+5,027
| +2% | +$169K | 1.46% | 28 |
|
|
2017
Q1 | $7.66M | Buy |
223,043
+695
| +0.3% | +$23.9K | 1.46% | 28 |
|
|
2016
Q4 | $7.22M | Buy |
222,348
+7,238
| +3% | +$235K | 1.47% | 29 |
|
|
2016
Q3 | $7.17M | Buy |
215,110
+198,404
| +1,188% | +$6.61M | 1.51% | 25 |
|
|
2016
Q2 | $585K | Buy |
16,706
+299
| +2% | +$10.5K | 0.13% | 106 |
|
|
2016
Q1 | $493K | Sell |
16,407
-372
| -2% | -$11.2K | 0.11% | 119 |
|
|
2015
Q4 | $549K | Buy |
16,779
+907
| +6% | +$29.7K | 0.13% | 105 |
|
|
2015
Q3 | $492K | Sell |
15,872
-4,415
| -22% | -$137K | 0.12% | 108 |
|
|
2015
Q2 | $681K | Sell |
20,287
-8,058
| -28% | -$270K | 0.15% | 89 |
|
|
2015
Q1 | $993K | Buy |
28,345
+3,972
| +16% | +$139K | 0.22% | 74 |
|
|
2014
Q4 | $764K | Buy |
24,373
+1,813
| +8% | +$56.8K | 0.16% | 92 |
|
|
2014
Q3 | $671K | Buy |
22,560
+2,108
| +10% | +$62.7K | 0.15% | 99 |
|
|
2014
Q2 | $607K | Sell |
20,452
-7,651
| -27% | -$227K | 0.13% | 102 |
|
|
2014
Q1 | $896K | Sell |
28,103
-1,436
| -5% | -$45.8K | 0.18% | 84 |
|
|
2013
Q4 | $907K | Sell |
29,539
-4,560
| -13% | -$140K | 0.17% | 94 |
|
|
2013
Q3 | $985K | Buy |
+34,099
| New | +$985K | 0.21% | 89 |
|