L.M. Kohn & Company’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $829K | Sell |
34,216
-2,708
| -7% | -$65.6K | 0.22% | 89 |
|
2025
Q1 | $936K | Sell |
36,924
-987
| -3% | -$25K | 0.24% | 86 |
|
2024
Q4 | $1.01M | Buy |
37,911
+1,597
| +4% | +$42.4K | 0.26% | 72 |
|
2024
Q3 | $1.05M | Buy |
36,314
+4,574
| +14% | +$132K | 0.27% | 77 |
|
2024
Q2 | $888K | Sell |
31,740
-1,738
| -5% | -$48.6K | 0.24% | 84 |
|
2024
Q1 | $929K | Buy |
33,478
+1,511
| +5% | +$41.9K | 0.26% | 84 |
|
2023
Q4 | $920K | Buy |
31,967
+3,165
| +11% | +$91.1K | 0.29% | 73 |
|
2023
Q3 | $955K | Buy |
28,802
+4,503
| +19% | +$149K | 0.35% | 62 |
|
2023
Q2 | $891K | Sell |
24,299
-353
| -1% | -$12.9K | 0.34% | 71 |
|
2023
Q1 | $1.01M | Sell |
24,652
-472
| -2% | -$19.3K | 0.42% | 54 |
|
2022
Q4 | $1.29M | Buy |
25,124
+1,068
| +4% | +$54.7K | 0.6% | 40 |
|
2022
Q3 | $1.05M | Buy |
24,056
+2
| +0% | +$87 | 0.52% | 47 |
|
2022
Q2 | $1.26M | Buy |
24,054
+1,412
| +6% | +$74.1K | 0.59% | 41 |
|
2022
Q1 | $1.17M | Buy |
+22,642
| New | +$1.17M | 0.45% | 51 |
|