Beaird Harris Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
18,120
+13,550
| +296% | +$328K | 0.03% | 93 |
|
|
2025
Q1 | $116K | Sell |
4,570
-282
| -6% | -$7.15K | 0.01% | 156 |
|
|
2024
Q4 | $129K | Buy |
4,852
+1,100
| +29% | +$29.2K | 0.01% | 149 |
|
|
2024
Q3 | $109K | Sell |
3,752
-2,489
| -40% | -$72K | 0.01% | 170 |
|
|
2024
Q2 | $175K | Sell |
6,241
-56
| -0.9% | -$1.57K | 0.02% | 130 |
|
|
2024
Q1 | $175K | Sell |
6,297
-1,438
| -19% | -$39.9K | 0.02% | 126 |
|
|
2023
Q4 | $223K | Buy |
7,735
+9
| +0.1% | +$259 | 0.02% | 104 |
|
|
2023
Q3 | $256K | Buy |
7,726
+641
| +9% | +$21.3K | 0.03% | 84 |
|
|
2023
Q2 | $260K | Hold |
7,085
| – | – | 0.03% | 86 |
|
|
2023
Q1 | $289K | Sell |
7,085
-478
| -6% | -$19.5K | 0.05% | 74 |
|
|
2022
Q4 | $388K | Buy |
7,563
+478
| +7% | +$24.5K | 0.07% | 62 |
|
|
2022
Q3 | $310K | Buy |
7,085
+1,614
| +30% | +$70.6K | 0.07% | 60 |
|
|
2022
Q2 | $287K | Sell |
5,471
-660
| -11% | -$34.6K | 0.08% | 57 |
|
|
2022
Q1 | $317K | Sell |
6,131
-250
| -4% | -$12.9K | 0.11% | 65 |
|
|
2021
Q4 | $377K | Buy |
+6,381
| New | +$377K | 0.14% | 72 |
|