Lantern Wealth 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 | $417K | Buy |
+17,201
| New | +$417K | 0.25% | 89 |
|
|
2024
Q4 | $334K | Buy |
12,577
+882
| +8% | +$23.4K | 0.22% | 94 |
|
|
2024
Q3 | $338K | Sell |
11,695
-1,232
| -10% | -$35.7K | 0.23% | 88 |
|
|
2024
Q2 | $362K | Sell |
12,927
-2,069
| -14% | -$57.9K | 0.26% | 84 |
|
|
2024
Q1 | $416K | Buy |
14,996
+428
| +3% | +$11.9K | 0.29% | 83 |
|
|
2023
Q4 | $419K | Buy |
+14,568
| New | +$419K | 0.33% | 77 |
|