Brandywine Oak Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
13,612
-1,971
| -13% | -$47.8K | 0.03% | 177 |
|
|
2025
Q1 | $395K | Sell |
15,583
-1,600
| -9% | -$40.5K | 0.04% | 162 |
|
|
2024
Q4 | $456K | Sell |
17,183
-1,691
| -9% | -$44.9K | 0.04% | 152 |
|
|
2024
Q3 | $546K | Sell |
18,874
-468
| -2% | -$13.5K | 0.05% | 141 |
|
|
2024
Q2 | $541K | Sell |
19,342
-8,040
| -29% | -$225K | 0.06% | 139 |
|
|
2024
Q1 | $760K | Sell |
27,382
-6,816
| -20% | -$189K | 0.08% | 112 |
|
|
2023
Q4 | $985K | Sell |
34,198
-16,577
| -33% | -$477K | 0.11% | 95 |
|
|
2023
Q3 | $1.68M | Sell |
50,775
-4,753
| -9% | -$158K | 0.2% | 64 |
|
|
2023
Q2 | $2.04M | Sell |
55,528
-4,703
| -8% | -$173K | 0.23% | 62 |
|
|
2023
Q1 | $2.46M | Sell |
60,231
-1,154
| -2% | -$47.1K | 0.29% | 52 |
|
|
2022
Q4 | $3.15M | Sell |
61,385
-3,978
| -6% | -$204K | 0.39% | 36 |
|
|
2022
Q3 | $2.86M | Sell |
65,363
-2,755
| -4% | -$121K | 0.39% | 38 |
|
|
2022
Q2 | $3.57M | Sell |
68,118
-899
| -1% | -$47.1K | 0.46% | 29 |
|
|
2022
Q1 | $3.57M | Sell |
69,017
-1,054
| -2% | -$54.6K | 0.41% | 47 |
|
|
2021
Q4 | $4.14M | Sell |
70,071
-3,335
| -5% | -$197K | 0.45% | 43 |
|
|
2021
Q3 | $3.16M | Buy |
73,406
+366
| +0.5% | +$15.7K | 0.37% | 45 |
|
|
2021
Q2 | $2.86M | Buy |
73,040
+34,258
| +88% | +$1.34M | 0.33% | 49 |
|
|
2021
Q1 | $1.41M | Sell |
38,782
-3,902
| -9% | -$141K | 0.21% | 73 |
|
|
2020
Q4 | $1.57M | Sell |
42,684
-3,399
| -7% | -$125K | 0.24% | 64 |
|
|
2020
Q3 | $1.6M | Sell |
46,083
-450
| -1% | -$15.7K | 0.27% | 59 |
|
|
2020
Q2 | $1.44M | Buy |
46,533
+4,390
| +10% | +$136K | 0.26% | 63 |
|
|
2020
Q1 | $1.31M | Sell |
42,143
-12,418
| -23% | -$385K | 0.27% | 61 |
|
|
2019
Q4 | $2.03M | Buy |
54,561
+40
| +0.1% | +$1.49K | 0.37% | 44 |
|
|
2019
Q3 | $1.86M | Buy |
54,521
+4,671
| +9% | +$159K | 0.35% | 47 |
|
|
2019
Q2 | $2.05M | Buy |
49,850
+533
| +1% | +$21.9K | 0.41% | 44 |
|
|
2019
Q1 | $1.99M | Buy |
49,317
+74
| +0.2% | +$2.98K | 0.41% | 41 |
|
|
2018
Q4 | $2.04M | Buy |
+49,243
| New | +$2.04M | 0.46% | 38 |
|