BWM
Benchmark Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
14,488
-250
| -2% | -$6.06K | 0.16% | 49 |
|
|
2025
Q1 | $373K | Sell |
14,738
-2,100
| -12% | -$53.2K | 0.18% | 44 |
|
|
2024
Q4 | $447K | Sell |
16,838
-344
| -2% | -$9.13K | 0.22% | 35 |
|
|
2024
Q3 | $497K | Sell |
17,182
-800
| -4% | -$23.2K | 0.25% | 35 |
|
|
2024
Q2 | $503K | Sell |
17,982
-1,527
| -8% | -$42.7K | 0.27% | 34 |
|
|
2024
Q1 | $541K | Hold |
19,509
| – | – | 0.3% | 31 |
|
|
2023
Q4 | $562K | Sell |
19,509
-7,555
| -28% | -$218K | 0.33% | 29 |
|
|
2023
Q3 | $898K | Hold |
27,064
| – | – | 0.57% | 23 |
|
|
2023
Q2 | $993K | Sell |
27,064
-1,904
| -7% | -$69.8K | 0.6% | 21 |
|
|
2023
Q1 | $1.19M | Buy |
28,968
+1,949
| +7% | +$80.3K | 0.76% | 19 |
|
|
2022
Q4 | $1.38M | Sell |
27,019
-2,915
| -10% | -$149K | 1% | 16 |
|
|
2022
Q3 | $1.31M | Sell |
29,934
-501
| -2% | -$21.9K | 1.03% | 15 |
|
|
2022
Q2 | $1.6M | Buy |
30,435
+10,560
| +53% | +$554K | 1.17% | 13 |
|
|
2022
Q1 | $1.03M | Hold |
19,875
| – | – | 0.69% | 16 |
|
|
2021
Q4 | $1.17M | Sell |
19,875
-1,251
| -6% | -$73.9K | 0.76% | 16 |
|
|
2021
Q3 | $909K | Sell |
21,126
-200
| -0.9% | -$8.61K | 0.64% | 16 |
|
|
2021
Q2 | $835K | Sell |
21,326
-8
| -0% | -$313 | 0.57% | 17 |
|
|
2021
Q1 | $773K | Sell |
21,334
-15
| -0.1% | -$543 | 0.57% | 17 |
|
|
2020
Q4 | $786K | Buy |
21,349
+1
| +0% | +$37 | 0.6% | 16 |
|
|
2020
Q3 | $784K | Sell |
21,348
-1
| -0% | -$37 | 0.62% | 14 |
|
|
2020
Q2 | $698K | Sell |
21,349
-1,441
| -6% | -$47.1K | 0.6% | 15 |
|
|
2020
Q1 | $744K | Sell |
22,790
-700
| -3% | -$22.9K | 0.75% | 14 |
|
|
2019
Q4 | $920K | Buy |
+23,490
| New | +$920K | 0.79% | 15 |
|