BFA
Brendel Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
88,973
-5,063
| -5% | -$123K | 1.21% | 41 |
|
|
2025
Q1 | $2.38M | Sell |
94,036
-8,960
| -9% | -$227K | 1.45% | 28 |
|
|
2024
Q4 | $2.73M | Sell |
102,996
-3,987
| -4% | -$106K | 1.65% | 25 |
|
|
2024
Q3 | $3.1M | Buy |
106,983
+125
| +0.1% | +$3.62K | 1.76% | 20 |
|
|
2024
Q2 | $2.99M | Buy |
+106,858
| New | +$2.99M | 1.9% | 24 |
|
|
2024
Q1 | – | Sell |
-99,131
| Closed | -$2.85M | – | 88 |
|
|
2023
Q4 | $2.85M | Buy |
+99,131
| New | +$2.85M | 1.87% | 23 |
|
|
2023
Q2 | – | Sell |
-133,502
| Closed | -$5.45M | – | 81 |
|
|
2023
Q1 | $5.45M | Buy |
+133,502
| New | +$5.45M | 4.03% | 3 |
|
|
2022
Q3 | – | Sell |
-99,618
| Closed | -$5.22M | – | 86 |
|
|
2022
Q2 | $5.22M | Sell |
99,618
-47,130
| -32% | -$2.47M | 4.55% | 3 |
|
|
2022
Q1 | $7.6M | Buy |
146,748
+47,035
| +47% | +$2.43M | 4.13% | 2 |
|
|
2021
Q4 | $5.89M | Buy |
+99,713
| New | +$5.89M | 3.05% | 2 |
|
|
2021
Q3 | – | Sell |
-99,609
| Closed | -$3.9M | – | 223 |
|
|
2021
Q2 | $3.9M | Hold |
99,609
| – | – | 2.15% | 12 |
|
|
2021
Q1 | $3.61M | Hold |
99,609
| – | – | 2.42% | 11 |
|
|
2020
Q4 | $3.67M | Hold |
99,609
| – | – | 2.49% | 10 |
|
|
2020
Q3 | $3.66M | Sell |
99,609
-133
| -0.1% | -$4.88K | 2.93% | 6 |
|
|
2020
Q2 | $3.26M | Hold |
99,742
| – | – | 2.81% | 5 |
|
|
2020
Q1 | $3.26M | Hold |
99,742
| – | – | 3.84% | 3 |
|
|
2019
Q4 | $3.91M | Sell |
99,742
-225
| -0.2% | -$8.82K | 3.32% | 4 |
|
|
2019
Q3 | $3.59M | Sell |
99,967
-300
| -0.3% | -$10.8K | 3.23% | 6 |
|
|
2019
Q2 | $4.34M | Hold |
100,267
| – | – | 4.2% | 3 |
|
|
2019
Q1 | $4.26M | Sell |
100,267
-1,560
| -2% | -$66.2K | 3.82% | 4 |
|
|
2018
Q4 | $4.45M | Buy |
+101,827
| New | +$4.45M | 5.11% | 1 |
|