Lakeside Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
11,479
+4
| +0% | +$97 | 0.18% | 55 |
|
|
2025
Q1 | $291K | Buy |
11,475
+104
| +0.9% | +$2.64K | 0.19% | 53 |
|
|
2024
Q4 | $302K | Buy |
11,371
+1,553
| +16% | +$41.2K | 0.2% | 54 |
|
|
2024
Q3 | $284K | Buy |
9,818
+1,003
| +11% | +$29K | 0.18% | 59 |
|
|
2024
Q2 | $247K | Buy |
8,815
+303
| +4% | +$8.48K | 0.16% | 59 |
|
|
2024
Q1 | $236K | Sell |
8,512
-1,000
| -11% | -$27.8K | 0.15% | 58 |
|
|
2023
Q4 | $274K | Buy |
9,512
+3,000
| +46% | +$86.4K | 0.19% | 55 |
|
|
2023
Q3 | $216K | Buy |
6,512
+1,000
| +18% | +$33.2K | 0.17% | 57 |
|
|
2023
Q2 | $202K | Hold |
5,512
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $225K | Hold |
5,512
| – | – | 0.17% | 54 |
|
|
2022
Q4 | $282K | Hold |
5,512
| – | – | 0.23% | 48 |
|
|
2022
Q3 | $241K | Hold |
5,512
| – | – | 0.22% | 51 |
|
|
2022
Q2 | $289K | Hold |
5,512
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $285K | Hold |
5,512
| – | – | 0.22% | 48 |
|
|
2021
Q4 | $325K | Buy |
+5,512
| New | +$325K | 0.24% | 41 |
|