BWM
BKM Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
10,005
-185
| -2% | -$4.48K | 0.09% | 145 |
|
|
2025
Q1 | $258K | Sell |
10,190
-3
| -0% | -$76 | 0.11% | 135 |
|
|
2024
Q4 | $270K | Sell |
10,193
-857
| -8% | -$22.7K | 0.11% | 141 |
|
|
2024
Q3 | $320K | Buy |
11,050
+5,455
| +97% | +$158K | 0.13% | 129 |
|
|
2024
Q2 | $354K | Sell |
5,595
-3,845
| -41% | -$243K | 0.17% | 121 |
|
|
2024
Q1 | $262K | Sell |
9,440
-861
| -8% | -$23.9K | 0.11% | 140 |
|
|
2023
Q4 | $297K | Buy |
+10,301
| New | +$297K | 0.13% | 131 |
|