BFWA
Benchmark Financial Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
18,529
-266
| -1% | -$6.45K | 0.15% | 71 |
|
|
2025
Q1 | $476K | Buy |
18,795
+3,113
| +20% | +$78.9K | 0.18% | 62 |
|
|
2024
Q4 | $416K | Buy |
15,682
+434
| +3% | +$11.5K | 0.13% | 65 |
|
|
2024
Q3 | $441K | Sell |
15,248
-155
| -1% | -$4.49K | 0.15% | 59 |
|
|
2024
Q2 | $431K | Sell |
15,403
-25
| -0.2% | -$700 | 0.16% | 56 |
|
|
2024
Q1 | $428K | Buy |
15,428
+7,279
| +89% | +$202K | 0.16% | 53 |
|
|
2023
Q4 | $235K | Buy |
+8,149
| New | +$235K | 0.1% | 72 |
|
|
2023
Q3 | – | Sell |
-6,860
| Closed | -$252K | – | 70 |
|
|
2023
Q2 | $252K | Sell |
6,860
-318
| -4% | -$11.7K | 0.12% | 63 |
|
|
2023
Q1 | $293K | Sell |
7,178
-111
| -2% | -$4.53K | 0.15% | 49 |
|
|
2022
Q4 | $373K | Sell |
7,289
-565
| -7% | -$29K | 0.2% | 43 |
|
|
2022
Q3 | $344K | Buy |
7,854
+449
| +6% | +$19.7K | 0.2% | 47 |
|
|
2022
Q2 | $388K | Buy |
7,405
+528
| +8% | +$27.7K | 0.2% | 41 |
|
|
2022
Q1 | $356K | Sell |
6,877
-231
| -3% | -$12K | 0.15% | 51 |
|
|
2021
Q4 | $420K | Sell |
7,108
-28
| -0.4% | -$1.65K | 0.18% | 44 |
|
|
2021
Q3 | $307K | Buy |
7,136
+705
| +11% | +$30.3K | 0.15% | 48 |
|
|
2021
Q2 | $252K | Buy |
6,431
+462
| +8% | +$18.1K | 0.12% | 53 |
|
|
2021
Q1 | $216K | Sell |
5,969
-455
| -7% | -$16.5K | 0.12% | 54 |
|
|
2020
Q4 | $236K | Buy |
6,424
+118
| +2% | +$4.34K | 0.13% | 61 |
|
|
2020
Q3 | $231K | Sell |
6,306
-411
| -6% | -$15.1K | 0.15% | 54 |
|
|
2020
Q2 | $220K | Buy |
+6,717
| New | +$220K | 0.16% | 47 |
|