BerganKDV Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.42M | Sell |
66,019
-351
| -0.5% | -$13.7K | 0.24% | 76 |
|
|
2023
Q1 | $2.71M | Buy |
66,370
+526
| +0.8% | +$22.7K | 0.28% | 70 |
|
|
2022
Q4 | $3.37M | Sell |
65,844
-1,903
| -3% | -$91.2K | 0.37% | 64 |
|
|
2022
Q3 | $2.96M | Buy |
67,747
+996
| +1% | +$48.4K | 0.35% | 61 |
|
|
2022
Q2 | $3.5M | Buy |
66,751
+1,652
| +3% | +$84.2K | 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% | -$141K | 0.37% | 55 |
|
|
2021
Q3 | $2.73M | Buy |
63,502
+5,809
| +10% | +$257K | 0.31% | 68 |
|
|
2021
Q2 | $2.26M | Sell |
57,693
-146
| -0.3% | -$5.68K | 0.27% | 77 |
|
|
2021
Q1 | $2.1M | Sell |
57,839
-1,862
| -3% | -$66.1K | 0.27% | 75 |
|
|
2020
Q4 | $2.2M | Sell |
59,701
-2,089
| -3% | -$76.6K | 0.31% | 70 |
|
|
2020
Q3 | $2.15M | Sell |
61,790
-4,868
| -7% | -$171K | 0.34% | 63 |
|
|
2020
Q2 | $2.07M | Sell |
66,658
-3,658
| -5% | -$124K | 0.35% | 61 |
|
|
2020
Q1 | $2.18M | Buy |
70,316
+7,109
| +11% | +$242K | 0.45% | 48 |
|
|
2019
Q4 | $2.35M | Buy |
63,207
+213
| +0.3% | +$7.59K | 0.42% | 55 |
|
|
2019
Q3 | $2.15M | Sell |
62,994
-3,200
| -5% | -$116K | 0.42% | 50 |
|
|
2019
Q2 | $2.72M | Sell |
66,194
-2,426
| -4% | -$96.3K | 0.54% | 37 |
|
|
2019
Q1 | $2.77M | Buy |
68,620
+7,896
| +13% | +$316K | 0.57% | 34 |
|
|
2018
Q4 | $2.52M | Sell |
60,724
-1,887
| -3% | -$78.3K | 0.59% | 30 |
|
|
2018
Q3 | $2.62M | Sell |
62,611
-1,557
| -2% | -$59.9K | 0.56% | 32 |
|
|
2018
Q2 | $2.21M | Sell |
64,168
-2,679
| -4% | -$91.5K | 0.49% | 31 |
|
|
2018
Q1 | $2.25M | Buy |
66,847
+531
| +0.8% | +$18.3K | 0.62% | 26 |
|
|
2017
Q4 | $2.28M | Sell |
66,316
-625
| -0.9% | -$21.3K | 0.54% | 29 |
|
|
2017
Q3 | $2.27M | Buy |
66,941
+52,004
| +348% | +$1.67M | 0.57% | 26 |
|
|
2017
Q2 | $476K | Sell |
14,937
-407
| -3% | -$12.8K | 0.14% | 118 |
|
|
2017
Q1 | $498K | Sell |
15,344
-468
| -3% | -$14.8K | 0.15% | 114 |
|
|
2016
Q4 | $487K | Buy |
15,812
+697
| +5% | +$21.3K | 0.16% | 114 |
|
|
2016
Q3 | $486K | Buy |
15,115
+688
| +5% | +$23K | 0.17% | 114 |
|
|
2016
Q2 | $482K | Buy |
14,427
+1,760
| +14% | +$56.2K | 0.21% | 107 |
|
|
2016
Q1 | $356K | Buy |
+12,667
| New | +$362K | 0.21% | 113 |
|
Other funds holding PFE
