BSW
Buckingham Strategic Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.17M | Sell |
149,025
-3,132
| -2% | -$87.6K | 0.04% | 161 |
|
|
2024
Q1 | $4.22M | Buy |
152,157
+32,239
| +27% | +$895K | 0.04% | 162 |
|
|
2023
Q4 | $3.45M | Sell |
119,918
-9,102
| -7% | -$262K | 0.04% | 174 |
|
|
2023
Q3 | $4.28M | Buy |
129,020
+1,610
| +1% | +$53.4K | 0.06% | 142 |
|
|
2023
Q2 | $4.67M | Sell |
127,410
-3,077
| -2% | -$113K | 0.07% | 139 |
|
|
2023
Q1 | $6.69M | Hold |
130,487
| – | – | 0.12% | 95 |
|
|
2022
Q4 | $6.69M | Sell |
130,487
-2,178
| -2% | -$112K | 0.12% | 95 |
|
|
2022
Q3 | $5.81M | Sell |
132,665
-6,091
| -4% | -$267K | 0.12% | 93 |
|
|
2022
Q2 | $7.28M | Buy |
138,756
+5,897
| +4% | +$309K | 0.14% | 82 |
|
|
2022
Q1 | $6.88M | Buy |
132,859
+61
| +0% | +$3.16K | 0.14% | 81 |
|
|
2021
Q4 | $7.84M | Sell |
132,798
-1,291
| -1% | -$76.2K | 0.15% | 77 |
|
|
2021
Q3 | $5.77M | Buy |
134,089
+2,552
| +2% | +$110K | 0.12% | 96 |
|
|
2021
Q2 | $5.15M | Buy |
131,537
+12,637
| +11% | +$495K | 0.12% | 100 |
|
|
2021
Q1 | $4.31M | Sell |
118,900
-7,032
| -6% | -$255K | 0.21% | 98 |
|
|
2020
Q4 | $4.64M | Buy |
125,932
+22,085
| +21% | +$813K | 0.24% | 93 |
|
|
2020
Q3 | $3.81M | Buy |
103,847
+1,987
| +2% | +$72.9K | 0.29% | 75 |
|
|
2020
Q2 | $3.33M | Sell |
101,860
-34,180
| -25% | -$1.12M | 0.32% | 67 |
|
|
2020
Q1 | $4.44M | Buy |
136,040
+29,827
| +28% | +$973K | 0.43% | 52 |
|
|
2019
Q4 | $4.16M | Buy |
106,213
+1,777
| +2% | +$69.6K | 0.4% | 58 |
|
|
2019
Q3 | $3.75M | Sell |
104,436
-1,003
| -1% | -$36K | 0.41% | 58 |
|
|
2019
Q2 | $4.57M | Buy |
105,439
+14,261
| +16% | +$618K | 0.5% | 49 |
|
|
2019
Q1 | $3.87M | Buy |
91,178
+2,662
| +3% | +$113K | 0.49% | 52 |
|
|
2018
Q4 | $3.86M | Buy |
88,516
+2,963
| +3% | +$129K | 0.59% | 39 |
|
|
2018
Q3 | $3.77M | Sell |
85,553
-7,619
| -8% | -$336K | 0.58% | 38 |
|
|
2018
Q2 | $3.38M | Buy |
93,172
+4,985
| +6% | +$181K | 0.55% | 41 |
|
|
2018
Q1 | $3.13M | Buy |
88,187
+10,466
| +13% | +$371K | 0.61% | 37 |
|
|
2017
Q4 | $2.82M | Buy |
77,721
+7,935
| +11% | +$287K | 0.59% | 36 |
|
|
2017
Q3 | $2.49M | Sell |
69,786
-3,555
| -5% | -$127K | 0.59% | 34 |
|
|
2017
Q2 | $2.46M | Buy |
73,341
+23,054
| +46% | +$775K | 0.58% | 36 |
|
|
2017
Q1 | $1.72M | Buy |
50,287
+780
| +2% | +$26.7K | 0.5% | 44 |
|
|
2016
Q4 | $1.61M | Buy |
49,507
+2,213
| +5% | +$71.9K | 0.52% | 44 |
|
|
2016
Q3 | $1.6M | Sell |
47,294
-905
| -2% | -$30.7K | 0.54% | 40 |
|
|
2016
Q2 | $1.7M | Buy |
48,199
+19,412
| +67% | +$683K | 0.58% | 36 |
|
|
2016
Q1 | $853K | Buy |
28,787
+6,421
| +29% | +$190K | 0.28% | 72 |
|
|
2015
Q4 | $722K | Buy |
22,366
+1,377
| +7% | +$44.5K | 0.24% | 74 |
|
|
2015
Q3 | $659K | Buy |
20,989
+1,451
| +7% | +$45.6K | 0.23% | 78 |
|
|
2015
Q2 | $655K | Buy |
19,538
+1,420
| +8% | +$47.6K | 0.21% | 90 |
|
|
2015
Q1 | $630K | Buy |
18,118
+1,379
| +8% | +$48K | 0.24% | 79 |
|
|
2014
Q4 | $521K | Buy |
16,739
+2,408
| +17% | +$74.9K | 0.2% | 93 |
|
|
2014
Q3 | $424K | Sell |
14,331
-282
| -2% | -$8.34K | 0.17% | 94 |
|
|
2014
Q2 | $434K | Sell |
14,613
-8
| -0.1% | -$238 | 0.19% | 90 |
|
|
2014
Q1 | $470K | Buy |
14,621
+698
| +5% | +$22.4K | 0.22% | 74 |
|
|
2013
Q4 | $426K | Sell |
13,923
-34
| -0.2% | -$1.04K | 0.2% | 82 |
|
|
2013
Q3 | $401K | Buy |
13,957
+2,527
| +22% | +$72.6K | 0.21% | 77 |
|
|
2013
Q2 | $320K | Buy |
+11,430
| New | +$320K | 0.18% | 90 |
|