Alan B. Lancz & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
16,354
-131
| -0.8% | -$3.18K | 0.4% | 65 |
|
|
2025
Q1 | $418K | Hold |
16,485
| – | – | 0.45% | 59 |
|
|
2024
Q4 | $437K | Sell |
16,485
-1,570
| -9% | -$41.7K | 0.44% | 58 |
|
|
2024
Q3 | $523K | Hold |
18,055
| – | – | 0.48% | 53 |
|
|
2024
Q2 | $505K | Buy |
+18,055
| New | +$505K | 0.5% | 48 |
|
|
2023
Q4 | $553K | Sell |
19,205
-2,250
| -10% | -$64.8K | 0.58% | 38 |
|
|
2023
Q3 | $712K | Sell |
21,455
-1,300
| -6% | -$43.1K | 0.81% | 30 |
|
|
2023
Q2 | $835K | Hold |
22,755
| – | – | 0.89% | 27 |
|
|
2023
Q1 | $928K | Buy |
22,755
+131
| +0.6% | +$5.35K | 0.96% | 20 |
|
|
2022
Q4 | $1.08M | Hold |
22,624
| – | – | 1.09% | 18 |
|
|
2022
Q3 | $990K | Sell |
22,624
-50
| -0.2% | -$2.19K | 1.17% | 19 |
|
|
2022
Q2 | $1.15M | Sell |
22,674
-2,157
| -9% | -$109K | 1.13% | 19 |
|
|
2022
Q1 | $1.29M | Sell |
24,831
-2,100
| -8% | -$109K | 1.14% | 18 |
|
|
2021
Q4 | $1.59M | Buy |
+26,931
| New | +$1.59M | 1.39% | 15 |
|