Lake Street Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,244
| Closed | -$260K | – | 272 |
|
|
2025
Q1 | $260K | Buy |
10,244
+148
| +1% | +$3.75K | 0.04% | 214 |
|
|
2024
Q4 | $268K | Buy |
10,096
+776
| +8% | +$20.6K | 0.04% | 205 |
|
|
2024
Q3 | $270K | Sell |
9,320
-19,269
| -67% | -$558K | 0.04% | 216 |
|
|
2024
Q2 | $800K | Buy |
28,589
+829
| +3% | +$23.2K | 0.1% | 168 |
|
|
2024
Q1 | $770K | Sell |
27,760
-444
| -2% | -$12.3K | 0.11% | 171 |
|
|
2023
Q4 | $812K | Sell |
28,204
-26,817
| -49% | -$772K | 0.13% | 148 |
|
|
2023
Q3 | $1.77M | Buy |
55,021
+10,047
| +22% | +$322K | 0.32% | 89 |
|
|
2023
Q2 | $1.65M | Sell |
44,974
-1,287
| -3% | -$47.2K | 0.29% | 98 |
|
|
2023
Q1 | $1.89M | Sell |
46,261
-8,777
| -16% | -$358K | 0.35% | 86 |
|
|
2022
Q4 | $2.82M | Buy |
55,038
+922
| +2% | +$47.2K | 0.58% | 50 |
|
|
2022
Q3 | $2.37M | Sell |
54,116
-1,395
| -3% | -$61K | 0.54% | 49 |
|
|
2022
Q2 | $2.91M | Buy |
55,511
+2,129
| +4% | +$112K | 0.61% | 48 |
|
|
2022
Q1 | $2.76M | Buy |
53,382
+1,342
| +3% | +$69.5K | 0.5% | 56 |
|
|
2021
Q4 | $3.07M | Buy |
52,040
+21,864
| +72% | +$1.29M | 0.54% | 50 |
|
|
2021
Q3 | $1.3M | Buy |
30,176
+479
| +2% | +$20.6K | 0.32% | 87 |
|
|
2021
Q2 | $1.18M | Buy |
29,697
+81
| +0.3% | +$3.21K | 0.3% | 89 |
|
|
2021
Q1 | $1.07M | Buy |
29,616
+2,763
| +10% | +$100K | 0.3% | 92 |
|
|
2020
Q4 | $988K | Buy |
26,853
+7,938
| +42% | +$292K | 0.29% | 91 |
|
|
2020
Q3 | $659K | Buy |
18,915
+9,995
| +112% | +$348K | 0.22% | 101 |
|
|
2020
Q2 | $276K | Sell |
8,920
-1,038
| -10% | -$32.1K | 0.1% | 132 |
|
|
2020
Q1 | $308K | Sell |
9,958
-3,852
| -28% | -$119K | 0.14% | 117 |
|
|
2019
Q4 | $513K | Buy |
13,810
+1,729
| +14% | +$64.2K | 0.2% | 113 |
|
|
2019
Q3 | $412K | Sell |
12,081
-23,903
| -66% | -$815K | 0.19% | 109 |
|
|
2019
Q2 | $1.48M | Buy |
35,984
+9,209
| +34% | +$379K | 0.87% | 45 |
|
|
2019
Q1 | $1.08M | Buy |
+26,775
| New | +$1.08M | 0.74% | 49 |
|