Bordeaux Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
13,939
+3,377
| +32% | +$81.9K | 0.04% | 119 |
|
|
2025
Q1 | $268K | Sell |
10,562
-2,812
| -21% | -$71.3K | 0.05% | 127 |
|
|
2024
Q4 | $355K | Buy |
13,374
+1,470
| +12% | +$39K | 0.06% | 107 |
|
|
2024
Q3 | $345K | Buy |
11,904
+1,775
| +18% | +$51.4K | 0.06% | 113 |
|
|
2024
Q2 | $283K | Buy |
+10,129
| New | +$283K | 0.05% | 112 |
|
|
2024
Q1 | – | Sell |
-7,423
| Closed | -$214K | – | 121 |
|
|
2023
Q4 | $214K | Buy |
7,423
+12
| +0.2% | +$345 | 0.07% | 103 |
|
|
2023
Q3 | $246K | Buy |
7,411
+589
| +9% | +$19.5K | 0.1% | 82 |
|
|
2023
Q2 | $250K | Sell |
6,822
-12,907
| -65% | -$473K | 0.1% | 84 |
|
|
2023
Q1 | $805K | Sell |
19,729
-625
| -3% | -$25.5K | 0.41% | 38 |
|
|
2022
Q4 | $1.04M | Sell |
20,354
-636
| -3% | -$32.6K | 0.57% | 24 |
|
|
2022
Q3 | $919K | Buy |
20,990
+414
| +2% | +$18.1K | 0.58% | 30 |
|
|
2022
Q2 | $1.08M | Sell |
20,576
-1,743
| -8% | -$91.4K | 0.74% | 25 |
|
|
2022
Q1 | $1.16M | Buy |
22,319
+1,817
| +9% | +$94K | 0.62% | 29 |
|
|
2021
Q4 | $1.21M | Buy |
20,502
+1,665
| +9% | +$98.3K | 0.56% | 31 |
|
|
2021
Q3 | $810K | Sell |
18,837
-159
| -0.8% | -$6.84K | 0.46% | 35 |
|
|
2021
Q2 | $744K | Buy |
18,996
+1,000
| +6% | +$39.2K | 0.43% | 38 |
|
|
2021
Q1 | $652K | Hold |
17,996
| – | – | 0.45% | 34 |
|
|
2020
Q4 | $662K | Buy |
+17,996
| New | +$662K | 0.5% | 31 |
|