Laidlaw Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,336
| Closed | -$301K | – | 125 |
|
|
2024
Q4 | $301K | Buy |
11,336
+300
| +3% | +$7.96K | 0.13% | 140 |
|
|
2024
Q3 | $319K | Buy |
11,036
+467
| +4% | +$13.5K | 0.16% | 128 |
|
|
2024
Q2 | $296K | Sell |
10,569
-734
| -6% | -$20.5K | 0.16% | 134 |
|
|
2024
Q1 | $314K | Sell |
11,303
-4,111
| -27% | -$114K | 0.18% | 133 |
|
|
2023
Q4 | $444K | Buy |
15,414
+2,342
| +18% | +$67.4K | 0.16% | 141 |
|
|
2023
Q3 | $434K | Sell |
13,072
-14,103
| -52% | -$468K | 0.14% | 167 |
|
|
2023
Q2 | $997K | Buy |
27,175
+1,329
| +5% | +$48.7K | 0.2% | 121 |
|
|
2023
Q1 | $1.05M | Sell |
25,846
-2,291
| -8% | -$93.5K | 0.22% | 118 |
|
|
2022
Q4 | $1.44M | Sell |
28,137
-1,788
| -6% | -$91.6K | 0.31% | 92 |
|
|
2022
Q3 | $1.31M | Sell |
29,925
-3,954
| -12% | -$173K | 0.31% | 90 |
|
|
2022
Q2 | $1.78M | Buy |
33,879
+1,208
| +4% | +$63.3K | 0.36% | 81 |
|
|
2022
Q1 | $1.69M | Sell |
32,671
-2,859
| -8% | -$148K | 0.28% | 98 |
|
|
2021
Q4 | $2.1M | Buy |
+35,530
| New | +$2.1M | 0.34% | 79 |
|
|
2021
Q1 | – | Sell |
-35,560
| Closed | -$1.31M | – | 320 |
|
|
2020
Q4 | $1.31M | Buy |
35,560
+12,311
| +53% | +$453K | 0.28% | 101 |
|
|
2020
Q3 | $810K | Buy |
23,249
+2,068
| +10% | +$72.1K | 0.36% | 78 |
|
|
2020
Q2 | $657K | Buy |
21,181
+1,342
| +7% | +$41.6K | 0.34% | 82 |
|
|
2020
Q1 | $614K | Sell |
19,839
-176
| -0.9% | -$5.45K | 0.4% | 74 |
|
|
2019
Q4 | $744K | Buy |
+20,015
| New | +$744K | 0.47% | 72 |
|