LWA
Ledgewood Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,262
| Closed | -$210K | – | 70 |
|
|
2024
Q3 | $210K | Buy |
7,262
+4
| +0.1% | +$116 | 0.14% | 65 |
|
|
2024
Q2 | $203K | Buy |
7,258
+3
| +0% | +$84 | 0.18% | 58 |
|
|
2024
Q1 | $201K | Buy |
7,255
+4
| +0.1% | +$111 | 0.19% | 59 |
|
|
2023
Q4 | $209K | Buy |
+7,251
| New | +$209K | 0.19% | 52 |
|