BPA
Beacon Pointe Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
909,383
-607,423
| -40% | -$14.7M | 0.23% | 103 |
|
|
2025
Q1 | $38.4M | Buy |
1,516,806
+555,512
| +58% | +$14.1M | 0.43% | 44 |
|
|
2024
Q4 | $25.5M | Sell |
961,294
-570,297
| -37% | -$15.1M | 0.28% | 78 |
|
|
2024
Q3 | $44.3M | Buy |
1,531,591
+13,542
| +0.9% | +$392K | 0.51% | 43 |
|
|
2024
Q2 | $42.5M | Buy |
1,518,049
+102,553
| +7% | +$2.87M | 0.5% | 42 |
|
|
2024
Q1 | $39.3M | Buy |
1,415,496
+398,448
| +39% | +$11.1M | 0.44% | 43 |
|
|
2023
Q4 | $29.3M | Sell |
1,017,048
-333,581
| -25% | -$9.6M | 0.35% | 57 |
|
|
2023
Q3 | $44.8M | Buy |
1,350,629
+863,869
| +177% | +$28.7M | 0.56% | 38 |
|
|
2023
Q2 | $17.9M | Buy |
486,760
+17,523
| +4% | +$643K | 0.29% | 81 |
|
|
2023
Q1 | $19.1M | Buy |
469,237
+2,769
| +0.6% | +$113K | 0.33% | 78 |
|
|
2022
Q4 | $23.9M | Buy |
466,468
+26,938
| +6% | +$1.38M | 0.46% | 50 |
|
|
2022
Q3 | $19.2M | Buy |
439,530
+18,626
| +4% | +$816K | 0.43% | 56 |
|
|
2022
Q2 | $22.1M | Sell |
420,904
-118,347
| -22% | -$6.21M | 0.47% | 46 |
|
|
2022
Q1 | $27.9M | Buy |
539,251
+270,734
| +101% | +$14M | 0.38% | 61 |
|
|
2021
Q4 | $15.9M | Sell |
268,517
-4,287
| -2% | -$253K | 0.41% | 56 |
|
|
2021
Q3 | $11.7M | Buy |
272,804
+86,010
| +46% | +$3.7M | 0.29% | 93 |
|
|
2021
Q2 | $7.32M | Buy |
186,794
+96,411
| +107% | +$3.78M | 0.26% | 96 |
|
|
2021
Q1 | $3.27M | Sell |
90,383
-3,029
| -3% | -$110K | 0.2% | 96 |
|
|
2020
Q4 | $3.44M | Buy |
93,412
+17,811
| +24% | +$655K | 0.24% | 90 |
|
|
2020
Q3 | $2.78M | Sell |
75,601
-4,815
| -6% | -$177K | 0.27% | 82 |
|
|
2020
Q2 | $2.63M | Buy |
80,416
+13,254
| +20% | +$434K | 0.26% | 88 |
|
|
2020
Q1 | $2.2M | Buy |
67,162
+40,329
| +150% | +$1.32M | 0.35% | 63 |
|
|
2019
Q4 | $1.05M | Buy |
26,833
+4,065
| +18% | +$159K | 0.33% | 65 |
|
|
2019
Q3 | $819K | Sell |
22,768
-4,486
| -16% | -$161K | 0.35% | 66 |
|
|
2019
Q2 | $1.18M | Sell |
27,254
-907
| -3% | -$39.3K | 0.43% | 63 |
|
|
2019
Q1 | $1.2M | Buy |
28,161
+2,561
| +10% | +$109K | 0.45% | 61 |
|
|
2018
Q4 | $1.12M | Buy |
+25,600
| New | +$1.12M | 0.68% | 39 |
|