BCM
Bourgeon Capital Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
213,288
-200,406
| -48% | -$4.86M | 1.02% | 38 |
|
|
2025
Q1 | $10.5M | Sell |
413,694
-4,964
| -1% | -$126K | 2.26% | 17 |
|
|
2024
Q4 | $11.1M | Buy |
418,658
+359,721
| +610% | +$9.54M | 2.07% | 17 |
|
|
2024
Q3 | $1.71M | Buy |
58,937
+7,498
| +15% | +$217K | 0.33% | 55 |
|
|
2024
Q2 | $1.44M | Sell |
51,439
-14,433
| -22% | -$404K | 0.28% | 61 |
|
|
2024
Q1 | $1.83M | Buy |
65,872
+18,794
| +40% | +$522K | 0.36% | 57 |
|
|
2023
Q4 | $1.36M | Sell |
47,078
-7,449
| -14% | -$214K | 0.3% | 57 |
|
|
2023
Q3 | $1.81M | Sell |
54,527
-2,998
| -5% | -$99.4K | 0.42% | 55 |
|
|
2023
Q2 | $2.11M | Buy |
57,525
+37,201
| +183% | +$1.36M | 0.49% | 49 |
|
|
2023
Q1 | $829K | Buy |
20,324
+2
| +0% | +$82 | 0.2% | 61 |
|
|
2022
Q4 | $1.04M | Sell |
20,322
-5,720
| -22% | -$293K | 0.26% | 55 |
|
|
2022
Q3 | $1.14M | Buy |
26,042
+12,501
| +92% | +$547K | 0.31% | 52 |
|
|
2022
Q2 | $710K | Buy |
13,541
+3,001
| +28% | +$157K | 0.19% | 66 |
|
|
2022
Q1 | $546K | Buy |
10,540
+388
| +4% | +$20.1K | 0.12% | 71 |
|
|
2021
Q4 | $599K | Sell |
10,152
-260
| -2% | -$15.3K | 0.12% | 72 |
|
|
2021
Q3 | $448K | Sell |
10,412
-17,000
| -62% | -$731K | 0.1% | 80 |
|
|
2021
Q2 | $1.07M | Sell |
27,412
-29,240
| -52% | -$1.14M | 0.23% | 64 |
|
|
2021
Q1 | $2.05M | Buy |
56,652
+40,000
| +240% | +$1.45M | 0.46% | 51 |
|
|
2020
Q4 | $613K | Buy |
16,652
+15,756
| +1,758% | +$580K | 0.15% | 73 |
|
|
2020
Q3 | $33K | Hold |
896
| – | – | 0.01% | 161 |
|
|
2020
Q2 | $29K | Hold |
896
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $29K | Hold |
896
| – | – | 0.02% | 130 |
|
|
2019
Q4 | $35K | Hold |
896
| – | – | 0.02% | 126 |
|
|
2019
Q3 | $32K | Buy |
+896
| New | +$32K | 0.02% | 129 |
|