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 |
|