Blue Bell Private Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
12,689
+200
| +2% | +$4.85K | 0.05% | 188 |
|
|
2025
Q1 | $316K | Buy |
12,489
+858
| +7% | +$21.7K | 0.06% | 172 |
|
|
2024
Q4 | $309K | Sell |
11,631
-362
| -3% | -$9.6K | 0.06% | 171 |
|
|
2024
Q3 | $347K | Sell |
11,993
-197
| -2% | -$5.7K | 0.07% | 158 |
|
|
2024
Q2 | $341K | Hold |
12,190
| – | – | 0.07% | 148 |
|
|
2024
Q1 | $338K | Buy |
12,190
+112
| +0.9% | +$3.11K | 0.07% | 140 |
|
|
2023
Q4 | $348K | Sell |
12,078
-1,849
| -13% | -$53.2K | 0.08% | 123 |
|
|
2023
Q3 | $462K | Sell |
13,927
-98
| -0.7% | -$3.25K | 0.12% | 93 |
|
|
2023
Q2 | $514K | Buy |
14,025
+1,790
| +15% | +$65.7K | 0.14% | 85 |
|
|
2023
Q1 | $499K | Sell |
12,235
-224
| -2% | -$9.14K | 0.15% | 79 |
|
|
2022
Q4 | $638K | Hold |
12,459
| – | – | 0.21% | 65 |
|
|
2022
Q3 | $545K | Buy |
12,459
+137
| +1% | +$5.99K | 0.19% | 63 |
|
|
2022
Q2 | $646K | Sell |
12,322
-21
| -0.2% | -$1.1K | 0.22% | 53 |
|
|
2022
Q1 | $639K | Buy |
12,343
+100
| +0.8% | +$5.18K | 0.18% | 53 |
|
|
2021
Q4 | $723K | Buy |
+12,243
| New | +$723K | 0.19% | 49 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 213 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 222 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 216 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 221 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 228 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 246 |
|
|
2016
Q4 | – | Sell |
-18,716
| Closed | -$602K | – | 356 |
|
|
2016
Q3 | $602K | Buy |
18,716
+833
| +5% | +$26.8K | 0.35% | 44 |
|
|
2016
Q2 | $598K | Sell |
17,883
-266
| -1% | -$8.9K | 0.39% | 40 |
|
|
2016
Q1 | $510K | Sell |
18,149
-3,733
| -17% | -$105K | 0.35% | 56 |
|
|
2015
Q4 | $670K | Sell |
21,882
-1,265
| -5% | -$38.7K | 0.45% | 39 |
|
|
2015
Q3 | $690K | Sell |
23,147
-105
| -0.5% | -$3.13K | 0.48% | 40 |
|
|
2015
Q2 | $740K | Sell |
23,252
-1,265
| -5% | -$40.3K | 0.45% | 38 |
|
|
2015
Q1 | $809K | Sell |
24,517
-1,054
| -4% | -$34.8K | 0.49% | 34 |
|
|
2014
Q4 | $755K | Sell |
25,571
-527
| -2% | -$15.6K | 0.44% | 39 |
|
|
2014
Q3 | $732K | Buy |
26,098
+843
| +3% | +$23.6K | 0.44% | 39 |
|
|
2014
Q2 | $711K | Buy |
25,255
+728
| +3% | +$20.5K | 0.43% | 42 |
|
|
2014
Q1 | $747K | Sell |
24,527
-527
| -2% | -$16.1K | 0.51% | 38 |
|
|
2013
Q4 | $728K | Buy |
+25,054
| New | +$728K | 0.56% | 36 |
|