Lakeshore Financial Planning’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Sell	10,271 -14	-0.1%	-$339	0.1%	64
2025 Q1	$261K	Sell	10,285 -2,058	-17%	-$52.2K	0.11%	58
2024 Q4	$327K	Buy	+12,343	New	+$327K	0.14%	49