BW
Bison Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $279K | Sell |
10,514
-3,629
| -26% | -$96.3K | 0.06% | 240 |
|
|
2024
Q3 | $409K | Sell |
14,143
-4,274
| -23% | -$124K | 0.07% | 269 |
|
|
2024
Q2 | $511K | Hold |
18,417
| – | – | 0.08% | 240 |
|
|
2024
Q1 | $511K | Sell |
18,417
-1,406
| -7% | -$39K | 0.08% | 240 |
|
|
2023
Q4 | $571K | Sell |
19,823
-2,024
| -9% | -$58.3K | 0.1% | 212 |
|
|
2023
Q3 | $725K | Sell |
21,847
-3,907
| -15% | -$130K | 0.14% | 160 |
|
|
2023
Q2 | $945K | Buy |
25,754
+9,108
| +55% | +$334K | 0.18% | 130 |
|
|
2023
Q1 | $626K | Sell |
16,646
-9,002
| -35% | -$338K | 0.19% | 130 |
|
|
2022
Q4 | $1.12M | Sell |
25,648
-460
| -2% | -$20K | 0.36% | 86 |
|
|
2022
Q3 | $1.14M | Buy |
26,108
+1,819
| +7% | +$79.6K | 0.45% | 69 |
|
|
2022
Q2 | $1.27M | Buy |
24,289
+3,061
| +14% | +$160K | 0.73% | 35 |
|
|
2022
Q1 | $1.1M | Buy |
21,228
+631
| +3% | +$32.7K | 0.56% | 47 |
|
|
2021
Q4 | $1.22M | Sell |
20,597
-3,655
| -15% | -$216K | 0.71% | 32 |
|
|
2021
Q3 | $1.04M | Sell |
24,252
-203
| -0.8% | -$8.73K | 0.48% | 48 |
|
|
2021
Q2 | $958K | Sell |
24,455
-123
| -0.5% | -$4.82K | 0.42% | 57 |
|
|
2021
Q1 | $820K | Buy |
24,578
+512
| +2% | +$17.1K | 0.35% | 68 |
|
|
2020
Q4 | $886K | Buy |
24,066
+638
| +3% | +$23.5K | 0.41% | 57 |
|
|
2020
Q3 | $860K | Buy |
23,428
+1,320
| +6% | +$48.5K | 0.5% | 52 |
|
|
2020
Q2 | $723K | Sell |
22,108
-3,344
| -13% | -$109K | 0.46% | 59 |
|
|
2020
Q1 | $831K | Sell |
25,452
-5,243
| -17% | -$171K | 0.6% | 46 |
|
|
2019
Q4 | $1.2M | Sell |
30,695
-204
| -0.7% | -$8K | 0.58% | 47 |
|
|
2019
Q3 | $1.11M | Buy |
30,899
+98
| +0.3% | +$3.52K | 0.62% | 45 |
|
|
2019
Q2 | $1.33M | Sell |
30,801
-10
| -0% | -$433 | 0.78% | 34 |
|
|
2019
Q1 | $1.31M | Buy |
30,811
+1,623
| +6% | +$69K | 0.8% | 32 |
|
|
2018
Q4 | $1.27M | Sell |
29,188
-1,105
| -4% | -$48.2K | 0.93% | 30 |
|
|
2018
Q3 | $1.34M | Sell |
30,293
-544
| -2% | -$24K | 0.87% | 25 |
|
|
2018
Q2 | $1.12M | Sell |
30,837
-97
| -0.3% | -$3.52K | 0.83% | 30 |
|
|
2018
Q1 | $1.1M | Buy |
30,934
+1,116
| +4% | +$39.6K | 0.84% | 29 |
|
|
2017
Q4 | $1.08M | Sell |
29,818
-195
| -0.6% | -$7.06K | 0.79% | 32 |
|
|
2017
Q3 | $1.07M | Sell |
30,013
-2,485
| -8% | -$88.7K | 0.86% | 32 |
|
|
2017
Q2 | $1.09M | Sell |
32,498
-1,505
| -4% | -$50.6K | 0.9% | 30 |
|
|
2017
Q1 | $1.16M | Sell |
34,003
-3,734
| -10% | -$128K | 1% | 25 |
|
|
2016
Q4 | $1.23M | Sell |
37,737
-12,530
| -25% | -$407K | 1.04% | 23 |
|
|
2016
Q3 | $1.7M | Sell |
50,267
-33,126
| -40% | -$1.12M | 1.44% | 15 |
|
|
2016
Q2 | $2.91M | Buy |
83,393
+2,077
| +3% | +$72.5K | 1.75% | 8 |
|
|
2016
Q1 | $2.41M | Buy |
81,316
+2,466
| +3% | +$73.1K | 1.55% | 12 |
|
|
2015
Q4 | $2.52M | Buy |
78,850
+8,664
| +12% | +$277K | 1.44% | 13 |
|
|
2015
Q3 | $2.21M | Buy |
70,186
+18,532
| +36% | +$582K | 1.45% | 14 |
|
|
2015
Q2 | $1.72M | Buy |
51,654
+4,326
| +9% | +$144K | 1% | 21 |
|
|
2015
Q1 | $1.65M | Buy |
47,328
+6,883
| +17% | +$240K | 1% | 22 |
|
|
2014
Q4 | $1.26M | Buy |
+40,445
| New | +$1.26M | 0.95% | 24 |
|