LWANC
Laurel Wealth Advisors (North Carolina)’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.6M | Buy |
1,154,688
+1,105,527
| +2,249% | +$45.6M | 0.68% | 38 |
|
|
2025
Q1 | $1.25M | Sell |
49,161
-7,624
| -13% | -$193K | 0.2% | 99 |
|
|
2024
Q4 | $1.51M | Sell |
56,785
-2,212
| -4% | -$58.7K | 0.24% | 90 |
|
|
2024
Q3 | $1.71M | Buy |
58,997
+9,762
| +20% | +$283K | 0.27% | 81 |
|
|
2024
Q2 | $1.38M | Buy |
49,235
+19,336
| +65% | +$541K | 0.24% | 87 |
|
|
2024
Q1 | $830K | Buy |
29,899
+16,633
| +125% | +$462K | 0.14% | 111 |
|
|
2023
Q4 | $382K | Sell |
13,266
-4,575
| -26% | -$132K | 0.07% | 128 |
|
|
2023
Q3 | $592K | Sell |
17,841
-2,555
| -13% | -$84.7K | 0.13% | 114 |
|
|
2023
Q2 | $748K | Sell |
20,396
-1,200
| -6% | -$44K | 0.15% | 108 |
|
|
2023
Q1 | $881K | Buy |
21,596
+3,557
| +20% | +$145K | 0.19% | 94 |
|
|
2022
Q4 | $924K | Buy |
18,039
+750
| +4% | +$38.4K | 0.21% | 91 |
|
|
2022
Q3 | $757K | Hold |
17,289
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $906K | Hold |
17,289
| – | – | 0.22% | 89 |
|
|
2022
Q1 | $895K | Hold |
17,289
| – | – | 0.19% | 98 |
|
|
2021
Q4 | $1.02M | Buy |
17,289
+950
| +6% | +$56.1K | 0.21% | 90 |
|
|
2021
Q3 | $703K | Buy |
16,339
+1,900
| +13% | +$81.7K | 0.16% | 107 |
|
|
2021
Q2 | $565K | Hold |
14,439
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $523K | Buy |
14,439
+237
| +2% | +$8.58K | 0.13% | 113 |
|
|
2020
Q4 | $523K | Buy |
14,202
+1,172
| +9% | +$43.2K | 0.14% | 108 |
|
|
2020
Q3 | $478K | Buy |
13,030
+790
| +6% | +$29K | 0.14% | 105 |
|
|
2020
Q2 | $400K | Buy |
12,240
+2,500
| +26% | +$81.7K | 0.13% | 107 |
|
|
2020
Q1 | $318K | Buy |
9,740
+91
| +0.9% | +$2.97K | 0.12% | 113 |
|
|
2019
Q4 | $378K | Sell |
9,649
-700
| -7% | -$27.4K | 0.12% | 119 |
|
|
2019
Q3 | $372K | Buy |
10,349
+70
| +0.7% | +$2.52K | 0.13% | 117 |
|
|
2019
Q2 | $445K | Buy |
10,279
+725
| +8% | +$31.4K | 0.16% | 109 |
|
|
2019
Q1 | $406K | Hold |
9,554
| – | – | 0.15% | 108 |
|
|
2018
Q4 | $417K | Buy |
+9,554
| New | +$417K | 0.17% | 101 |
|