BWA
Blodgett Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,461
| Closed | -$390K | – | 61 |
|
|
2024
Q3 | $390K | Sell |
13,461
-981
| -7% | -$28.4K | 0.33% | 40 |
|
|
2024
Q2 | $404K | Sell |
14,442
-579
| -4% | -$16.2K | 0.34% | 35 |
|
|
2024
Q1 | $417K | Sell |
15,021
-2,175
| -13% | -$60.4K | 0.38% | 35 |
|
|
2023
Q4 | $495K | Sell |
17,196
-21,697
| -56% | -$625K | 0.51% | 32 |
|
|
2023
Q3 | $1.29M | Sell |
38,893
-2,497
| -6% | -$82.8K | 1.42% | 18 |
|
|
2023
Q2 | $1.52M | Buy |
41,390
+51
| +0.1% | +$1.87K | 1.57% | 16 |
|
|
2023
Q1 | $1.69M | Sell |
41,339
-448
| -1% | -$18.3K | 1.95% | 14 |
|
|
2022
Q4 | $2.14M | Buy |
41,787
+202
| +0.5% | +$10.4K | 2.6% | 7 |
|
|
2022
Q3 | $1.82M | Buy |
41,585
+502
| +1% | +$22K | 2.18% | 10 |
|
|
2022
Q2 | $2.15M | Sell |
41,083
-498
| -1% | -$26.1K | 2.36% | 8 |
|
|
2022
Q1 | $2.15M | Buy |
41,581
+100
| +0.2% | +$5.18K | 1.79% | 11 |
|
|
2021
Q4 | $2.45M | Buy |
+41,481
| New | +$2.45M | 1.9% | 12 |
|