BIAS
Beacon Investment Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
25,192
-4,535
| -15% | -$110K | 0.03% | 160 |
|
|
2025
Q1 | $753K | Sell |
29,727
-7,395
| -20% | -$187K | 0.04% | 141 |
|
|
2024
Q4 | $985K | Sell |
37,122
-20,047
| -35% | -$532K | 0.04% | 131 |
|
|
2024
Q3 | $1.65M | Sell |
57,169
-38,130
| -40% | -$1.1M | 0.07% | 124 |
|
|
2024
Q2 | $2.67M | Buy |
95,299
+24,732
| +35% | +$692K | 0.11% | 109 |
|
|
2024
Q1 | $1.96M | Buy |
70,567
+15,347
| +28% | +$426K | 0.08% | 118 |
|
|
2023
Q4 | $1.59M | Sell |
55,220
-127,689
| -70% | -$3.68M | 0.07% | 124 |
|
|
2023
Q3 | $6.07M | Sell |
182,909
-314
| -0.2% | -$10.4K | 0.3% | 76 |
|
|
2023
Q2 | $6.72M | Buy |
183,223
+2,092
| +1% | +$76.7K | 0.31% | 73 |
|
|
2023
Q1 | $7.39M | Buy |
181,131
+257
| +0.1% | +$10.5K | 0.36% | 66 |
|
|
2022
Q4 | $9.27M | Buy |
180,874
+2,072
| +1% | +$106K | 0.47% | 55 |
|
|
2022
Q3 | $7.82M | Sell |
178,802
-666
| -0.4% | -$29.1K | 0.43% | 64 |
|
|
2022
Q2 | $9.41M | Buy |
179,468
+4,281
| +2% | +$224K | 0.49% | 59 |
|
|
2022
Q1 | $9.07M | Buy |
175,187
+9,402
| +6% | +$487K | 0.39% | 69 |
|
|
2021
Q4 | $9.79M | Sell |
165,785
-1,925
| -1% | -$114K | 0.38% | 68 |
|
|
2021
Q3 | $7.21M | Buy |
167,710
+8,741
| +5% | +$376K | 0.3% | 77 |
|
|
2021
Q2 | $6.23M | Sell |
158,969
-3,027
| -2% | -$119K | 0.25% | 82 |
|
|
2021
Q1 | $5.87M | Sell |
161,996
-3,688
| -2% | -$134K | 0.26% | 80 |
|
|
2020
Q4 | $6.1M | Buy |
165,684
+4,717
| +3% | +$174K | 0.28% | 77 |
|
|
2020
Q3 | $5.91M | Buy |
160,967
+495
| +0.3% | +$18.2K | 0.31% | 74 |
|
|
2020
Q2 | $5.25M | Sell |
160,472
-3,996
| -2% | -$131K | 0.3% | 74 |
|
|
2020
Q1 | $5.37M | Sell |
164,468
-11,933
| -7% | -$389K | 0.38% | 67 |
|
|
2019
Q4 | $6.91M | Buy |
176,401
+14,454
| +9% | +$566K | 0.37% | 69 |
|
|
2019
Q3 | $5.82M | Sell |
161,947
-1,624
| -1% | -$58.4K | 0.58% | 49 |
|
|
2019
Q2 | $7.09M | Sell |
163,571
-14,994
| -8% | -$650K | 0.75% | 39 |
|
|
2019
Q1 | $7.58M | Sell |
178,565
-33,993
| -16% | -$1.44M | 0.8% | 40 |
|
|
2018
Q4 | $9.28M | Buy |
212,558
+4,971
| +2% | +$217K | 1.03% | 30 |
|
|
2018
Q3 | $9.15M | Sell |
207,587
-1,004
| -0.5% | -$44.2K | 0.89% | 36 |
|
|
2018
Q2 | $7.57M | Buy |
208,591
+14,026
| +7% | +$509K | 0.77% | 40 |
|
|
2018
Q1 | $6.91M | Buy |
194,565
+3,638
| +2% | +$129K | 0.71% | 41 |
|
|
2017
Q4 | $6.92M | Sell |
190,927
-44,849
| -19% | -$1.62M | 0.73% | 45 |
|
|
2017
Q3 | $8.42M | Buy |
235,776
+207,059
| +721% | +$7.39M | 0.72% | 33 |
|
|
2017
Q2 | $965K | Buy |
28,717
+4,333
| +18% | +$146K | 0.17% | 22 |
|
|
2017
Q1 | $834K | Buy |
24,384
+1,171
| +5% | +$40.1K | 0.16% | 22 |
|
|
2016
Q4 | $754K | Sell |
23,213
-240
| -1% | -$7.8K | 0.15% | 20 |
|
|
2016
Q3 | $794K | Buy |
23,453
+531
| +2% | +$18K | 0.17% | 17 |
|
|
2016
Q2 | $807K | Buy |
22,922
+324
| +1% | +$11.4K | 0.18% | 14 |
|
|
2016
Q1 | $670K | Buy |
22,598
+466
| +2% | +$13.8K | 0.14% | 16 |
|
|
2015
Q4 | $714K | Hold |
22,132
| – | – | 0.13% | 15 |
|
|
2015
Q3 | $695K | Sell |
22,132
-1,290
| -6% | -$40.5K | 0.13% | 13 |
|
|
2015
Q2 | $785K | Buy |
+23,422
| New | +$785K | 0.12% | 14 |
|