BWS
Buck Wealth Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-295,419
| Closed | -$8.2M | – | 101 |
|
|
2024
Q1 | $8.2M | Buy |
295,419
+274,948
| +1,343% | +$7.63M | 2.82% | 9 |
|
|
2023
Q4 | $589K | Sell |
20,471
-148,364
| -88% | -$4.27M | 0.22% | 45 |
|
|
2023
Q3 | $5.6M | Buy |
168,835
+35,816
| +27% | +$1.19M | 2.25% | 20 |
|
|
2023
Q2 | $4.88M | Buy |
133,019
+13,927
| +12% | +$511K | 2.12% | 27 |
|
|
2023
Q1 | $4.86M | Buy |
+119,092
| New | +$4.86M | 2.37% | 21 |
|
|
2022
Q3 | $5.14M | Buy |
+154,930
| New | +$5.14M | 2.4% | 20 |
|