LGA
Lebenthal Global Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
30,311
+180
| +0.6% | +$4.36K | 0.14% | 104 |
|
|
2025
Q1 | $764K | Buy |
30,131
+3,230
| +12% | +$81.8K | 0.14% | 95 |
|
|
2024
Q4 | $714K | Buy |
26,901
+7,765
| +41% | +$206K | 0.13% | 110 |
|
|
2024
Q3 | $554K | Buy |
19,136
+831
| +5% | +$24K | 0.11% | 118 |
|
|
2024
Q2 | $512K | Buy |
+18,305
| New | +$512K | 0.11% | 108 |
|
|
2021
Q1 | – | Sell |
-1,758
| Closed | -$64K | – | 434 |
|
|
2020
Q4 | $64K | Buy |
+1,758
| New | +$64K | 0.05% | 226 |
|