BWA
Burt Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
12,909
-923
| -7% | -$22.4K | 0.07% | 94 |
|
|
2025
Q1 | $350K | Sell |
13,832
-213
| -2% | -$5.4K | 0.09% | 81 |
|
|
2024
Q4 | $373K | Sell |
14,045
-886
| -6% | -$23.5K | 0.09% | 78 |
|
|
2024
Q3 | $432K | Buy |
14,931
+44
| +0.3% | +$1.27K | 0.11% | 68 |
|
|
2024
Q2 | $417K | Sell |
14,887
-946
| -6% | -$26.5K | 0.11% | 70 |
|
|
2024
Q1 | $439K | Buy |
15,833
+1,143
| +8% | +$31.7K | 0.11% | 75 |
|
|
2023
Q4 | $423K | Sell |
14,690
-50
| -0.3% | -$1.44K | 0.12% | 66 |
|
|
2023
Q3 | $489K | Buy |
14,740
+11
| +0.1% | +$365 | 0.15% | 53 |
|
|
2023
Q2 | $540K | Sell |
14,729
-363
| -2% | -$13.3K | 0.16% | 52 |
|
|
2023
Q1 | $616K | Buy |
15,092
+29
| +0.2% | +$1.18K | 0.19% | 45 |
|
|
2022
Q4 | $772K | Buy |
15,063
+114
| +0.8% | +$5.84K | 0.26% | 36 |
|
|
2022
Q3 | $654K | Buy |
14,949
+764
| +5% | +$33.4K | 0.26% | 29 |
|
|
2022
Q2 | $744K | Buy |
14,185
+308
| +2% | +$16.2K | 0.26% | 31 |
|
|
2022
Q1 | $718K | Buy |
13,877
+1,111
| +9% | +$57.5K | 0.22% | 39 |
|
|
2021
Q4 | $754K | Buy |
12,766
+7
| +0.1% | +$413 | 0.25% | 38 |
|
|
2021
Q3 | $549K | Buy |
12,759
+287
| +2% | +$12.3K | 0.18% | 45 |
|
|
2021
Q2 | $488K | Sell |
12,472
-157
| -1% | -$6.14K | 0.18% | 46 |
|
|
2021
Q1 | $458K | Sell |
12,629
-322
| -2% | -$11.7K | 0.17% | 48 |
|
|
2020
Q4 | $477K | Buy |
12,951
+8
| +0.1% | +$295 | 0.16% | 45 |
|
|
2020
Q3 | $475K | Sell |
12,943
-19
| -0.1% | -$697 | 0.18% | 44 |
|
|
2020
Q2 | $424K | Buy |
12,962
+37
| +0.3% | +$1.21K | 0.17% | 42 |
|
|
2020
Q1 | $422K | Buy |
12,925
+234
| +2% | +$7.64K | 0.19% | 42 |
|
|
2019
Q4 | $497K | Sell |
12,691
-17
| -0.1% | -$666 | 0.19% | 42 |
|
|
2019
Q3 | $457K | Buy |
12,708
+402
| +3% | +$14.5K | 0.19% | 43 |
|
|
2019
Q2 | $533K | Buy |
12,306
+6
| +0% | +$260 | 0.23% | 36 |
|
|
2019
Q1 | $522K | Buy |
12,300
+7
| +0.1% | +$297 | 0.24% | 36 |
|
|
2018
Q4 | $537K | Sell |
12,293
-1,517
| -11% | -$66.3K | 0.25% | 47 |
|
|
2018
Q3 | $609K | Buy |
13,810
+777
| +6% | +$34.3K | 0.28% | 35 |
|
|
2018
Q2 | $473K | Buy |
13,033
+8
| +0.1% | +$290 | 0.23% | 38 |
|
|
2018
Q1 | $462K | Sell |
13,025
-93
| -0.7% | -$3.3K | 0.24% | 37 |
|
|
2017
Q4 | $475K | Buy |
13,118
+107
| +0.8% | +$3.87K | 0.3% | 34 |
|
|
2017
Q3 | $465K | Sell |
13,011
-664
| -5% | -$23.7K | 0.3% | 35 |
|
|
2017
Q2 | $459K | Buy |
13,675
+1,528
| +13% | +$51.3K | 0.32% | 36 |
|
|
2017
Q1 | $416K | Sell |
12,147
-2,035
| -14% | -$69.7K | 0.3% | 38 |
|
|
2016
Q4 | $461K | Buy |
14,182
+2,035
| +17% | +$66.2K | 0.41% | 37 |
|
|
2016
Q3 | $411K | Sell |
12,147
-350
| -3% | -$11.8K | 0.44% | 30 |
|
|
2016
Q2 | $440K | Sell |
12,497
-106
| -0.8% | -$3.73K | 0.49% | 26 |
|
|
2016
Q1 | $374K | Buy |
12,603
+572
| +5% | +$17K | 0.34% | 34 |
|
|
2015
Q4 | $388K | Buy |
12,031
+380
| +3% | +$12.3K | 0.31% | 37 |
|
|
2015
Q3 | $193K | Sell |
11,651
-400
| -3% | -$6.63K | 0.24% | 55 |
|
|
2015
Q2 | $414K | Sell |
12,051
-850
| -7% | -$29.2K | 0.45% | 34 |
|
|
2015
Q1 | $449K | Buy |
12,901
+171
| +1% | +$5.95K | 0.46% | 24 |
|
|
2014
Q4 | $397K | Buy |
+12,730
| New | +$397K | 0.42% | 30 |
|