Beverly Hills Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
27,534
-829
| -3% | -$20.1K | 0.13% | 148 |
|
|
2025
Q1 | $719K | Buy |
28,363
+2,855
| +11% | +$72.3K | 0.14% | 140 |
|
|
2024
Q4 | $677K | Sell |
25,508
-3,643
| -12% | -$96.6K | 0.14% | 141 |
|
|
2024
Q3 | $844K | Sell |
29,151
-8,520
| -23% | -$247K | 0.17% | 135 |
|
|
2024
Q2 | $1.05M | Sell |
37,671
-1,408
| -4% | -$39.4K | 0.23% | 111 |
|
|
2024
Q1 | $1.08M | Buy |
39,079
+6,482
| +20% | +$180K | 0.25% | 96 |
|
|
2023
Q4 | $938K | Sell |
32,597
-47,842
| -59% | -$1.38M | 0.25% | 96 |
|
|
2023
Q3 | $2.67M | Sell |
80,439
-69,893
| -46% | -$2.32M | 0.79% | 30 |
|
|
2023
Q2 | $5.26M | Buy |
150,332
+62,835
| +72% | +$2.2M | 0.87% | 27 |
|
|
2023
Q1 | $3.57M | Buy |
87,497
+30,387
| +53% | +$1.24M | 1.11% | 18 |
|
|
2022
Q4 | $2.93M | Buy |
+57,110
| New | +$2.93M | 1.28% | 14 |
|