Beacon Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
17,019
+53
| +0.3% | +$1.28K | 0.18% | 113 |
|
|
2025
Q1 | $430K | Sell |
16,966
-445
| -3% | -$11.3K | 0.2% | 110 |
|
|
2024
Q4 | $462K | Sell |
17,411
-1,009
| -5% | -$26.8K | 0.22% | 105 |
|
|
2024
Q3 | $533K | Sell |
18,420
-151
| -0.8% | -$4.37K | 0.25% | 99 |
|
|
2024
Q2 | $520K | Buy |
18,571
+7,351
| +66% | +$206K | 0.27% | 93 |
|
|
2024
Q1 | $311K | Sell |
11,220
-467
| -4% | -$13K | 0.18% | 105 |
|
|
2023
Q4 | $336K | Sell |
11,687
-52
| -0.4% | -$1.5K | 0.21% | 100 |
|
|
2023
Q3 | $389K | Buy |
11,739
+142
| +1% | +$4.71K | 0.28% | 88 |
|
|
2023
Q2 | $425K | Buy |
11,597
+174
| +2% | +$6.38K | 0.29% | 88 |
|
|
2023
Q1 | $466K | Buy |
+11,423
| New | +$466K | 0.34% | 84 |
|