Skip to main content

Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

PFE holding history

Pfizer Inc in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q4 2023 holdings

Shares (Q4 2023)
36,345
Value
$1.05M
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of PFE by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202336,345$1.05M0.1%−272−0.7%ReducedHolders
Q3 202336,617$1.21M0.1%−267−0.7%ReducedHolders
Q2 202336,884$1.35M0.1%+223+0.6%AddedHolders
Q1 202336,661$1.50M0.1%+890+2.5%AddedHolders
Q4 202235,771$1.83M0.2%+311+0.9%AddedHolders
Q3 202235,460$1.55M0.2%−150−0.4%ReducedHolders
Q2 202235,610$1.87M0.2%+59+0.2%AddedHolders
Q1 202235,551$1.84M0.2%−404−1.1%ReducedHolders
Q4 202135,955$2.12M0.2%+581+1.6%AddedHolders
Q3 202135,374$1.52M0.2%−1,756−4.7%ReducedHolders
Q2 202137,130$1.45M0.1%+903+2.5%AddedHolders
Q1 202136,227$1.31M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.