BSW Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
62,046
-8,163
| -12% | -$198K | 0.21% | 66 |
|
|
2025
Q1 | $1.78M | Buy |
70,209
+17,274
| +33% | +$438K | 0.27% | 52 |
|
|
2024
Q4 | $1.4M | Buy |
52,935
+1,111
| +2% | +$29.5K | 0.21% | 65 |
|
|
2024
Q3 | $1.5M | Buy |
51,824
+619
| +1% | +$17.9K | 0.23% | 54 |
|
|
2024
Q2 | $1.43M | Buy |
51,205
+675
| +1% | +$18.9K | 0.24% | 54 |
|
|
2024
Q1 | $1.4M | Sell |
50,530
-876
| -2% | -$24.3K | 0.24% | 60 |
|
|
2023
Q4 | $1.48M | Sell |
51,406
-3,764
| -7% | -$108K | 0.29% | 46 |
|
|
2023
Q3 | $1.83M | Buy |
55,170
+1,895
| +4% | +$62.9K | 0.41% | 35 |
|
|
2023
Q2 | $1.95M | Sell |
53,275
-1,878
| -3% | -$68.9K | 0.41% | 36 |
|
|
2023
Q1 | $2.25M | Sell |
55,153
-2,807
| -5% | -$115K | 0.46% | 34 |
|
|
2022
Q4 | $2.97M | Buy |
57,960
+957
| +2% | +$49K | 0.64% | 26 |
|
|
2022
Q3 | $2.49M | Buy |
57,003
+214
| +0.4% | +$9.36K | 0.61% | 24 |
|
|
2022
Q2 | $2.98M | Sell |
56,789
-105
| -0.2% | -$5.5K | 0.71% | 21 |
|
|
2022
Q1 | $2.95M | Sell |
56,894
-351
| -0.6% | -$18.2K | 0.74% | 20 |
|
|
2021
Q4 | $3.38M | Buy |
57,245
+8,559
| +18% | +$505K | 0.85% | 21 |
|
|
2021
Q3 | $2.09M | Sell |
48,686
-7,233
| -13% | -$311K | 0.59% | 26 |
|
|
2021
Q2 | $2.19M | Sell |
55,919
-28,957
| -34% | -$1.13M | 0.6% | 26 |
|
|
2021
Q1 | $3.08M | Buy |
84,876
+53,457
| +170% | +$1.94M | 0.89% | 19 |
|
|
2020
Q4 | $1.16M | Buy |
31,419
+6,417
| +26% | +$236K | 0.36% | 34 |
|
|
2020
Q3 | $871K | Buy |
25,002
+5,026
| +25% | +$175K | 0.33% | 35 |
|
|
2020
Q2 | $620K | Sell |
19,976
-72
| -0.4% | -$2.24K | 0.21% | 54 |
|
|
2020
Q1 | $621K | Buy |
20,048
+6,127
| +44% | +$190K | 0.26% | 45 |
|
|
2019
Q4 | $517K | Buy |
13,921
+861
| +7% | +$32K | 0.18% | 55 |
|
|
2019
Q3 | $445K | Buy |
13,060
+147
| +1% | +$5.01K | 0.17% | 53 |
|
|
2019
Q2 | $531K | Hold |
12,913
| – | – | 0.2% | 50 |
|
|
2019
Q1 | $520K | Buy |
12,913
+312
| +2% | +$12.6K | 0.21% | 47 |
|
|
2018
Q4 | $522K | Sell |
12,601
-327
| -3% | -$13.5K | 0.2% | 49 |
|
|
2018
Q3 | $541K | Buy |
12,928
+391
| +3% | +$16.4K | 0.21% | 44 |
|
|
2018
Q2 | $432K | Buy |
12,537
+233
| +2% | +$8.03K | 0.19% | 44 |
|
|
2018
Q1 | $414K | Sell |
12,304
-1,737
| -12% | -$58.4K | 0.19% | 44 |
|
|
2017
Q4 | $483K | Buy |
14,041
+1,265
| +10% | +$43.5K | 0.2% | 44 |
|
|
2017
Q3 | $433K | Sell |
12,776
-921
| -7% | -$31.2K | 0.19% | 43 |
|
|
2017
Q2 | $436K | Buy |
13,697
+25
| +0.2% | +$796 | 0.2% | 44 |
|
|
2017
Q1 | $444K | Buy |
13,672
+281
| +2% | +$9.13K | 0.22% | 40 |
|
|
2016
Q4 | $413K | Buy |
13,391
+12,944
| +2,896% | +$399K | 0.22% | 45 |
|
|
2016
Q3 | $12.5K | Sell |
447
-13,054
| -97% | -$366K | 0.43% | 27 |
|
|
2016
Q2 | $451K | Sell |
13,501
-512
| -4% | -$17.1K | 0.25% | 39 |
|
|
2016
Q1 | $394K | Sell |
14,013
-7,542
| -35% | -$212K | 0.22% | 42 |
|
|
2015
Q4 | $660K | Sell |
21,555
-4,528
| -17% | -$139K | 0.33% | 30 |
|
|
2015
Q3 | $777K | Buy |
26,083
+12,708
| +95% | +$379K | 0.46% | 25 |
|
|
2015
Q2 | $425K | Buy |
13,375
+5,010
| +60% | +$159K | 0.27% | 34 |
|
|
2015
Q1 | $276K | Buy |
8,365
+5
| +0.1% | +$165 | 0.18% | 44 |
|
|
2014
Q4 | $247K | Buy |
8,360
+4
| +0% | +$118 | 0.2% | 50 |
|
|
2014
Q3 | $234K | Buy |
8,356
+101
| +1% | +$2.83K | 0.18% | 50 |
|
|
2014
Q2 | $232K | Hold |
8,255
| – | – | 0.18% | 48 |
|
|
2014
Q1 | $252K | Sell |
8,255
-337
| -4% | -$10.3K | 0.2% | 42 |
|
|
2013
Q4 | $250K | Sell |
8,592
-165
| -2% | -$4.8K | 0.2% | 42 |
|
|
2013
Q3 | $239K | Hold |
8,757
| – | – | 0.21% | 41 |
|
|
2013
Q2 | $233K | Buy |
+8,757
| New | +$233K | 0.2% | 41 |
|