Beam Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $783K | Buy |
|
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|
2024
Q2 | $535K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $322K | Buy |
|
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $418K | Buy |
|