BWA
Beam Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
22,675
+185
| +0.8% | +$4.48K | 0.16% | 90 |
|
|
2025
Q1 | $570K | Sell |
22,490
-4,954
| -18% | -$126K | 0.19% | 86 |
|
|
2024
Q4 | $728K | Buy |
27,444
+401
| +1% | +$10.6K | 0.23% | 81 |
|
|
2024
Q3 | $783K | Buy |
27,043
+7,940
| +42% | +$230K | 0.24% | 76 |
|
|
2024
Q2 | $535K | Buy |
+19,103
| New | +$535K | 0.18% | 86 |
|
|
2023
Q3 | – | Sell |
-7,703
| Closed | -$283K | – | 107 |
|
|
2023
Q2 | $283K | Buy |
7,703
+1,293
| +20% | +$47.4K | 0.2% | 80 |
|
|
2023
Q1 | $262K | Sell |
6,410
-23
| -0.4% | -$938 | 0.26% | 81 |
|
|
2022
Q4 | $330K | Sell |
6,433
-164
| -2% | -$8.4K | 0.34% | 65 |
|
|
2022
Q3 | $289K | Buy |
6,597
+358
| +6% | +$15.7K | 0.32% | 76 |
|
|
2022
Q2 | $327K | Buy |
6,239
+1,300
| +26% | +$68.1K | 0.36% | 68 |
|
|
2022
Q1 | $256K | Buy |
4,939
+539
| +12% | +$27.9K | 0.29% | 75 |
|
|
2021
Q4 | $260K | Sell |
4,400
-4,042
| -48% | -$239K | 0.3% | 74 |
|
|
2021
Q3 | $363K | Buy |
8,442
+215
| +3% | +$9.25K | 0.31% | 93 |
|
|
2021
Q2 | $322K | Buy |
8,227
+718
| +10% | +$28.1K | 0.28% | 97 |
|
|
2021
Q1 | $272K | Sell |
7,509
-156
| -2% | -$5.65K | 0.24% | 104 |
|
|
2020
Q4 | $282K | Sell |
7,665
-3,218
| -30% | -$118K | 0.27% | 91 |
|
|
2020
Q3 | $399K | Sell |
10,883
-403
| -4% | -$14.8K | 0.37% | 81 |
|
|
2020
Q2 | $389K | Buy |
11,286
+489
| +5% | +$16.9K | 0.39% | 79 |
|
|
2020
Q1 | $352K | Buy |
10,797
+131
| +1% | +$4.27K | 0.35% | 93 |
|
|
2019
Q4 | $418K | Buy |
+10,666
| New | +$418K | 0.39% | 84 |
|