BWP
Bernardo Wealth Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,291
| Closed | -$267K | – | 91 |
|
|
2023
Q2 | $267K | Buy |
7,291
+85
| +1% | +$3.12K | 0.11% | 68 |
|
|
2023
Q1 | $294K | Buy |
7,206
+105
| +1% | +$4.28K | 0.13% | 69 |
|
|
2022
Q4 | $364K | Buy |
7,101
+62
| +0.9% | +$3.18K | 0.17% | 59 |
|
|
2022
Q3 | $316K | Sell |
7,039
-1,416
| -17% | -$63.6K | 0.18% | 61 |
|
|
2022
Q2 | $443K | Sell |
8,455
-42
| -0.5% | -$2.2K | 0.25% | 50 |
|
|
2022
Q1 | $439K | Buy |
8,497
+3,833
| +82% | +$198K | 0.22% | 53 |
|
|
2021
Q4 | $275K | Buy |
+4,664
| New | +$275K | 0.13% | 67 |
|
|
2021
Q1 | – | Sell |
-18,593
| Closed | -$684K | – | 127 |
|
|
2020
Q4 | $684K | Buy |
18,593
+767
| +4% | +$28.2K | 0.26% | 78 |
|
|
2020
Q3 | $654K | Sell |
17,826
-194
| -1% | -$7.12K | 0.29% | 72 |
|
|
2020
Q2 | $589K | Sell |
18,020
-344
| -2% | -$11.2K | 0.32% | 63 |
|
|
2020
Q1 | $599K | Sell |
18,364
-86
| -0.5% | -$2.81K | 0.42% | 61 |
|
|
2019
Q4 | $722K | Buy |
18,450
+92
| +0.5% | +$3.6K | 0.44% | 50 |
|
|
2019
Q3 | $659K | Buy |
18,358
+412
| +2% | +$14.8K | 0.48% | 47 |
|
|
2019
Q2 | $777K | Buy |
17,946
+223
| +1% | +$9.66K | 0.61% | 39 |
|
|
2019
Q1 | $753K | Buy |
17,723
+2,064
| +13% | +$87.7K | 0.6% | 43 |
|
|
2018
Q4 | $684K | Buy |
+15,659
| New | +$684K | 0.6% | 41 |
|