BSWA
Bromfield Sneider Wealth Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $24.8K | Hold |
895
| – | – | 0.02% | 91 |
|
2023
Q4 | $25.8K | Hold |
895
| – | – | 0.02% | 88 |
|
2023
Q3 | $29.7K | Hold |
895
| – | – | 0.02% | 83 |
|
2023
Q2 | $32.8K | Hold |
895
| – | – | 0.03% | 79 |
|
2023
Q1 | $36.5K | Hold |
895
| – | – | 0.03% | 76 |
|
2022
Q4 | $45.9K | Hold |
895
| – | – | 0.04% | 63 |
|
2022
Q3 | $39K | Hold |
895
| – | – | 0.05% | 62 |
|
2022
Q2 | $47K | Sell |
895
-1,052
| -54% | -$55.2K | 0.06% | 59 |
|
2022
Q1 | $101K | Buy |
+1,947
| New | +$101K | 0.11% | 45 |
|