BHWA
Beacon Harbor Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
190,860
-70,393
| -27% | -$1.71M | 1.15% | 40 |
|
|
2025
Q1 | $6.62M | Buy |
261,253
+166,788
| +177% | +$4.23M | 1.54% | 31 |
|
|
2024
Q4 | $2.51M | Sell |
94,465
-141,745
| -60% | -$3.76M | 0.58% | 49 |
|
|
2024
Q3 | $6.84M | Buy |
236,210
+3,169
| +1% | +$91.7K | 1.63% | 27 |
|
|
2024
Q2 | $6.52M | Buy |
233,041
+3,754
| +2% | +$105K | 1.7% | 21 |
|
|
2024
Q1 | $6.36M | Buy |
+229,287
| New | +$6.36M | 1.68% | 25 |
|