BWM
Birchcreek Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,872
| Closed | -$218K | – | 169 |
|
|
2024
Q1 | $218K | Buy |
7,872
+793
| +11% | +$22K | 0.11% | 147 |
|
|
2023
Q4 | $204K | Sell |
7,079
-86
| -1% | -$2.48K | 0.12% | 134 |
|
|
2023
Q3 | $238K | Buy |
7,165
+1,428
| +25% | +$47.4K | 0.16% | 116 |
|
|
2023
Q2 | $210K | Buy |
5,737
+158
| +3% | +$5.8K | 0.15% | 124 |
|
|
2023
Q1 | $228K | Hold |
5,579
| – | – | 0.18% | 115 |
|
|
2022
Q4 | $286K | Hold |
5,579
| – | – | 0.25% | 99 |
|
|
2022
Q3 | $244K | Sell |
5,579
-263
| -5% | -$11.5K | 0.23% | 103 |
|
|
2022
Q2 | $306K | Buy |
5,842
+821
| +16% | +$43K | 0.27% | 86 |
|
|
2022
Q1 | $260K | Sell |
5,021
-329
| -6% | -$17K | 0.23% | 97 |
|
|
2021
Q4 | $316K | Sell |
5,350
-120
| -2% | -$7.09K | 0.28% | 84 |
|
|
2021
Q3 | $235K | Hold |
5,470
| – | – | 0.22% | 100 |
|
|
2021
Q2 | $214K | Buy |
+5,470
| New | +$214K | 0.21% | 111 |
|
|
2021
Q1 | – | Sell |
-5,009
| Closed | -$184K | – | 238 |
|
|
2020
Q4 | $184K | Buy |
+5,009
| New | +$184K | 0.18% | 104 |
|