Lauterbach Financial 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 | $1.1M | Buy |
45,189
+527
| +1% | +$12.8K | 0.6% | 24 |
|
|
2025
Q1 | $1.13M | Sell |
44,662
-3,285
| -7% | -$83.2K | 0.71% | 22 |
|
|
2024
Q4 | $1.27M | Buy |
47,947
+13,881
| +41% | +$368K | 0.77% | 21 |
|
|
2024
Q3 | $986K | Buy |
34,066
+286
| +0.8% | +$8.28K | 0.6% | 24 |
|
|
2024
Q2 | $1.03M | Buy |
33,780
+1,485
| +5% | +$45.2K | 0.68% | 23 |
|
|
2024
Q1 | $896K | Buy |
32,295
+16,582
| +106% | +$460K | 0.59% | 23 |
|
|
2023
Q4 | $452K | Buy |
15,713
+437
| +3% | +$12.6K | 0.32% | 36 |
|
|
2023
Q3 | $507K | Hold |
15,276
| – | – | 0.4% | 30 |
|
|
2023
Q2 | $560K | Hold |
15,276
| – | – | 0.43% | 29 |
|
|
2023
Q1 | $623K | Sell |
15,276
-473
| -3% | -$19.3K | 0.5% | 26 |
|
|
2022
Q4 | $807K | Hold |
15,749
| – | – | 0.72% | 19 |
|
|
2022
Q3 | $689K | Hold |
15,749
| – | – | 0.7% | 20 |
|
|
2022
Q2 | $826K | Hold |
15,749
| – | – | 0.78% | 16 |
|
|
2022
Q1 | $815K | Sell |
15,749
-1,000
| -6% | -$51.7K | 0.74% | 17 |
|
|
2021
Q4 | $989K | Buy |
+16,749
| New | +$989K | 0.87% | 14 |
|