Kelly Lawrence W & 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
$221K Hold
9,130
0.06% 75
2025
Q1
$231K Hold
9,130
0.06% 75
2024
Q4
$242K Sell
9,130
-1,000
-10% -$26.5K 0.06% 78
2024
Q3
$293K Hold
10,130
0.07% 75
2024
Q2
$283K Buy
10,130
+1,000
+11% +$28K 0.06% 72
2024
Q1
$253K Hold
9,130
0.06% 69
2023
Q4
$263K Sell
9,130
-7,243
-44% -$209K 0.06% 68
2023
Q3
$543K Sell
16,373
-950
-5% -$31.5K 0.15% 54
2023
Q2
$681K Sell
17,323
-300
-2% -$11.8K 0.18% 48
2023
Q1
$719K Hold
17,623
0.19% 46
2022
Q4
$903K Hold
17,623
0.26% 44
2022
Q3
$771K Hold
17,623
0.22% 46
2022
Q2
$924K Sell
17,623
-2,225
-11% -$117K 0.25% 45
2022
Q1
$1.03M Sell
19,848
-2,200
-10% -$114K 0.22% 45
2021
Q4
$1.3M Buy
22,048
+790
+4% +$46.7K 0.26% 43
2021
Q3
$914K Hold
21,258
0.19% 49
2021
Q2
$833K Hold
21,258
0.18% 49
2021
Q1
$770K Buy
21,258
+15,078
+244% +$546K 0.18% 50
2020
Q4
$227K Sell
6,180
-16,597
-73% -$610K 0.09% 49
2020
Q3
$793K Hold
22,777
0.24% 39
2020
Q2
$707K Sell
22,777
-158
-0.7% -$4.9K 0.15% 43
2020
Q1
$710K Hold
22,935
0.17% 45
2019
Q4
$853K Hold
22,935
0.13% 52
2019
Q3
$782K Hold
22,935
0.13% 50
2019
Q2
$943K Buy
22,935
+843
+4% +$34.7K 0.16% 50
2019
Q1
$890K Hold
22,092
0.16% 53
2018
Q4
$915K Hold
22,092
0.2% 49
2018
Q3
$923K Buy
22,092
+1,581
+8% +$66.1K 0.15% 55
2018
Q2
$706K Hold
20,511
0.13% 58
2018
Q1
$691K Sell
20,511
-1,342
-6% -$45.2K 0.13% 58
2017
Q4
$751K Buy
21,853
+317
+1% +$10.9K 0.14% 55
2017
Q3
$729K Hold
21,536
0.14% 57
2017
Q2
$686K Sell
21,536
-317
-1% -$10.1K 0.14% 57
2017
Q1
$709K Sell
21,853
-897
-4% -$29.1K 0.15% 58
2016
Q4
$701K Hold
22,750
0.16% 55
2016
Q3
$731K Sell
22,750
-442
-2% -$14.2K 0.16% 55
2016
Q2
$775K Buy
23,192
+1,078
+5% +$36K 0.18% 53
2016
Q1
$622K Hold
22,114
0.16% 50
2015
Q4
$677K Sell
22,114
-1,108
-5% -$33.9K 0.15% 49
2015
Q3
$692K Hold
23,222
0.16% 52
2015
Q2
$739K Sell
23,222
-1,091
-4% -$34.7K 0.15% 53
2015
Q1
$802K Hold
24,313
0.17% 47
2014
Q4
$718K Hold
24,313
0.15% 50
2014
Q3
$682K Sell
24,313
-219
-0.9% -$6.14K 0.15% 55
2014
Q2
$691K Sell
24,532
-1,103
-4% -$31.1K 0.15% 53
2014
Q1
$781K Sell
25,635
-4,006
-14% -$122K 0.18% 49
2013
Q4
$861K Sell
29,641
-237
-0.8% -$6.88K 0.19% 50
2013
Q3
$815K Buy
29,878
+1,486
+5% +$40.5K 0.19% 51
2013
Q2
$754K Buy
+28,392
New +$754K 0.19% 50