BDWM
Brewin Dolphin Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.86M | Sell |
35,377
-1,200
| -3% | -$62.9K | 0.2% | 52 |
|
|
2022
Q1 | $1.89M | Buy |
36,577
+150
| +0.4% | +$7.77K | 0.21% | 56 |
|
|
2021
Q4 | $2.15M | Sell |
36,427
-3,860
| -10% | -$228K | 0.23% | 54 |
|
|
2021
Q3 | $1.73M | Hold |
40,287
| – | – | 0.2% | 60 |
|
|
2021
Q2 | $1.58M | Sell |
40,287
-13,790
| -26% | -$540K | 0.19% | 63 |
|
|
2021
Q1 | $1.96M | Buy |
54,077
+225
| +0.4% | +$8.15K | 0.3% | 50 |
|
|
2020
Q4 | $1.98M | Sell |
53,852
-250
| -0.5% | -$9.2K | 0.33% | 46 |
|
|
2020
Q3 | $1.99M | Buy |
54,102
+426
| +0.8% | +$15.6K | 0.37% | 41 |
|
|
2020
Q2 | $1.76M | Buy |
53,676
+1,060
| +2% | +$34.7K | 0.38% | 40 |
|
|
2020
Q1 | $1.72M | Buy |
52,616
+300
| +0.6% | +$9.79K | 0.93% | 25 |
|
|
2019
Q4 | $2.05M | Sell |
52,316
-1,200
| -2% | -$47K | 0.95% | 26 |
|
|
2019
Q3 | $1.92M | Sell |
53,516
-250
| -0.5% | -$8.98K | 0.98% | 25 |
|
|
2019
Q2 | $2.33M | Buy |
53,766
+2,143
| +4% | +$92.8K | 1.21% | 24 |
|
|
2019
Q1 | $2.19M | Sell |
51,623
-830
| -2% | -$35.3K | 1.19% | 24 |
|
|
2018
Q4 | $2.29M | Sell |
52,453
-100
| -0.2% | -$4.37K | 1.39% | 23 |
|
|
2018
Q3 | $2.32M | Hold |
52,553
| – | – | 1.25% | 23 |
|
|
2018
Q2 | $1.91M | Buy |
52,553
+4,310
| +9% | +$156K | 1.13% | 23 |
|
|
2018
Q1 | $1.71M | Buy |
48,243
+3,500
| +8% | +$124K | 1.06% | 26 |
|
|
2017
Q4 | $1.62M | Buy |
44,743
+4,960
| +12% | +$180K | 1.03% | 28 |
|
|
2017
Q3 | $1.42M | Buy |
+39,783
| New | +$1.42M | 0.99% | 29 |
|