Lakewood Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,255
| Closed | -$209K | – | 117 |
|
|
2023
Q4 | $209K | Sell |
7,255
-8,867
| -55% | -$255K | 0.16% | 102 |
|
|
2023
Q3 | $535K | Sell |
16,122
-2,730
| -14% | -$90.6K | 0.44% | 60 |
|
|
2023
Q2 | $692K | Sell |
18,852
-560
| -3% | -$20.5K | 0.54% | 53 |
|
|
2023
Q1 | $792K | Buy |
19,412
+1,921
| +11% | +$78.4K | 0.66% | 46 |
|
|
2022
Q4 | $896K | Buy |
+17,491
| New | +$896K | 0.72% | 43 |
|