BWM
BerganKDV Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.42M | Sell |
66,019
-351
| -0.5% | -$12.9K | 0.24% | 76 |
|
|
2023
Q1 | $2.71M | Buy |
66,370
+526
| +0.8% | +$21.5K | 0.28% | 70 |
|
|
2022
Q4 | $3.37M | Sell |
65,844
-1,903
| -3% | -$97.5K | 0.37% | 64 |
|
|
2022
Q3 | $2.97M | Buy |
67,747
+996
| +1% | +$43.6K | 0.35% | 61 |
|
|
2022
Q2 | $3.5M | Buy |
66,751
+1,652
| +3% | +$86.6K | 0.4% | 54 |
|
|
2022
Q1 | $3.37M | Buy |
65,099
+4,434
| +7% | +$230K | 0.36% | 61 |
|
|
2021
Q4 | $3.58M | Sell |
60,665
-2,837
| -4% | -$168K | 0.37% | 55 |
|
|
2021
Q3 | $2.73M | Buy |
63,502
+5,809
| +10% | +$250K | 0.31% | 68 |
|
|
2021
Q2 | $2.26M | Sell |
57,693
-146
| -0.3% | -$5.72K | 0.27% | 77 |
|
|
2021
Q1 | $2.1M | Sell |
57,839
-1,862
| -3% | -$67.4K | 0.27% | 75 |
|
|
2020
Q4 | $2.2M | Buy |
59,701
+1,077
| +2% | +$39.7K | 0.31% | 70 |
|
|
2020
Q3 | $2.15M | Sell |
58,624
-4,619
| -7% | -$170K | 0.34% | 63 |
|
|
2020
Q2 | $2.07M | Sell |
63,243
-3,470
| -5% | -$113K | 0.35% | 61 |
|
|
2020
Q1 | $2.18M | Buy |
66,713
+6,744
| +11% | +$220K | 0.45% | 48 |
|
|
2019
Q4 | $2.35M | Buy |
59,969
+202
| +0.3% | +$7.92K | 0.42% | 55 |
|
|
2019
Q3 | $2.15M | Sell |
59,767
-3,036
| -5% | -$109K | 0.42% | 50 |
|
|
2019
Q2 | $2.72M | Sell |
62,803
-2,301
| -4% | -$99.7K | 0.54% | 37 |
|
|
2019
Q1 | $2.77M | Buy |
65,104
+7,491
| +13% | +$318K | 0.57% | 34 |
|
|
2018
Q4 | $2.52M | Sell |
57,613
-1,790
| -3% | -$78.1K | 0.59% | 30 |
|
|
2018
Q3 | $2.62M | Sell |
59,403
-1,477
| -2% | -$65.1K | 0.56% | 32 |
|
|
2018
Q2 | $2.21M | Sell |
60,880
-2,542
| -4% | -$92.2K | 0.49% | 31 |
|
|
2018
Q1 | $2.25M | Buy |
63,422
+504
| +0.8% | +$17.9K | 0.62% | 26 |
|
|
2017
Q4 | $2.28M | Sell |
62,918
-593
| -0.9% | -$21.5K | 0.54% | 29 |
|
|
2017
Q3 | $2.27M | Buy |
63,511
+49,339
| +348% | +$1.76M | 0.57% | 26 |
|
|
2017
Q2 | $476K | Sell |
14,172
-386
| -3% | -$13K | 0.14% | 118 |
|
|
2017
Q1 | $498K | Sell |
14,558
-444
| -3% | -$15.2K | 0.15% | 114 |
|
|
2016
Q4 | $487K | Buy |
15,002
+661
| +5% | +$21.5K | 0.16% | 114 |
|
|
2016
Q3 | $486K | Buy |
14,341
+653
| +5% | +$22.1K | 0.17% | 114 |
|
|
2016
Q2 | $482K | Buy |
13,688
+1,670
| +14% | +$58.8K | 0.21% | 107 |
|
|
2016
Q1 | $356K | Buy |
+12,018
| New | +$356K | 0.21% | 113 |
|