LIA
LBMC Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
15,041
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $381K | Buy |
15,041
+283
| +2% | +$7.17K | 0.03% | 136 |
|
|
2024
Q4 | $392K | Buy |
14,758
+900
| +6% | +$23.9K | 0.03% | 132 |
|
|
2024
Q3 | $401K | Hold |
13,858
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $388K | Sell |
13,858
-1,495
| -10% | -$41.8K | 0.03% | 118 |
|
|
2024
Q1 | $426K | Sell |
15,353
-1,304
| -8% | -$36.2K | 0.04% | 114 |
|
|
2023
Q4 | $480K | Sell |
16,657
-236
| -1% | -$6.79K | 0.05% | 95 |
|
|
2023
Q3 | $573K | Sell |
16,893
-5
| -0% | -$169 | 0.06% | 90 |
|
|
2023
Q2 | $620K | Sell |
16,898
-129
| -0.8% | -$4.73K | 0.06% | 85 |
|
|
2023
Q1 | $695K | Buy |
17,027
+8,797
| +107% | +$359K | 0.07% | 73 |
|
|
2022
Q4 | $422K | Sell |
8,230
-723
| -8% | -$37K | 0.04% | 104 |
|
|
2022
Q3 | $392K | Hold |
8,953
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $469K | Buy |
8,953
+1,000
| +13% | +$52.4K | 0.05% | 83 |
|
|
2022
Q1 | $412K | Sell |
7,953
-58
| -0.7% | -$3.01K | 0.04% | 102 |
|
|
2021
Q4 | $473K | Buy |
8,011
+5,878
| +276% | +$347K | 0.04% | 97 |
|
|
2021
Q3 | $344 | Sell |
2,133
-5,858
| -73% | -$945 | 0.03% | 114 |
|
|
2021
Q2 | $313K | Buy |
+7,991
| New | +$313K | 0.03% | 124 |
|
|
2021
Q1 | – | Sell |
-5,848
| Closed | -$215K | – | 139 |
|
|
2020
Q4 | $215K | Buy |
+5,848
| New | +$215K | 0.03% | 127 |
|
|
2020
Q2 | – | Sell |
-6,192
| Closed | -$202K | – | 106 |
|
|
2020
Q1 | $202K | Hold |
6,192
| – | – | 0.04% | 86 |
|
|
2019
Q4 | $243K | Buy |
6,192
+117
| +2% | +$4.59K | 0.03% | 86 |
|
|
2019
Q3 | $218K | Sell |
6,075
-955
| -14% | -$34.3K | 0.03% | 86 |
|
|
2019
Q2 | $305K | Buy |
7,030
+625
| +10% | +$27.1K | 0.05% | 74 |
|
|
2019
Q1 | $272K | Sell |
6,405
-1,518
| -19% | -$64.5K | 0.04% | 78 |
|
|
2018
Q4 | $346K | Sell |
7,923
-587
| -7% | -$25.6K | 0.06% | 62 |
|
|
2018
Q3 | $375K | Sell |
8,510
-405
| -5% | -$17.8K | 0.06% | 71 |
|
|
2018
Q2 | $323K | Buy |
8,915
+738
| +9% | +$26.7K | 0.05% | 77 |
|
|
2018
Q1 | $290K | Sell |
8,177
-634
| -7% | -$22.5K | 0.05% | 69 |
|
|
2017
Q4 | $319K | Buy |
+8,811
| New | +$319K | 0.05% | 68 |
|
|
2017
Q2 | – | Sell |
-6,068
| Closed | -$208K | – | 76 |
|
|
2017
Q1 | $208K | Buy |
+6,068
| New | +$208K | 0.04% | 74 |
|