Lee Financial’s Pfizer PFE Stock Holding History

Lee Financial’s Portfolio PFE Stock Details PFE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	10,953 +13	+0.1%	+$315	0.04%	122
2025 Q1	$277K	Sell	10,940 -635	-5%	-$16.1K	0.04%	124
2024 Q4	$307K	Sell	11,575 -96	-0.8%	-$2.55K	0.04%	147
2024 Q3	$338K	Buy	11,671 +3,895	+50%	+$113K	0.05%	137
2024 Q2	$218K	Buy	+7,776	New	+$218K	0.04%	134
2024 Q1	–	Sell	-4,261	Closed	-$123K	–	627
2023 Q4	$123K	Buy	4,261 +59	+1%	+$1.7K	0.02%	161
2023 Q3	$139K	Sell	4,202 -130	-3%	-$4.31K	0.03%	142
2023 Q2	$159K	Sell	4,332 -338	-7%	-$12.4K	0.03%	140
2023 Q1	$191K	Sell	4,670 -431	-8%	-$17.6K	0.03%	129
2022 Q4	$261K	Sell	5,101 -193	-4%	-$9.89K	0.04%	126
2022 Q3	$232K	Buy	5,294 +1,227	+30%	+$53.8K	0.04%	132
2022 Q2	$213K	Buy	4,067 +2,714	+201%	+$142K	0.04%	140
2022 Q1	$70K	Sell	1,353 -96	-7%	-$4.97K	0.01%	214
2021 Q4	$86K	Sell	1,449 -3,119	-68%	-$185K	0.02%	205
2021 Q3	$196K	Buy	4,568 +681	+18%	+$29.2K	0.04%	141
2021 Q2	$152K	Buy	3,887 +66	+2%	+$2.58K	0.03%	155
2021 Q1	$138K	Buy	3,821 +1,597	+72%	+$57.7K	0.03%	154
2020 Q4	$82K	Sell	2,224 -1,150	-34%	-$42.4K	0.02%	176
2020 Q3	$124K	Buy	3,374 +1,237	+58%	+$45.5K	0.03%	141
2020 Q2	$70K	Buy	2,137 +450	+27%	+$14.7K	0.02%	167
2020 Q1	$55K	Sell	1,687 -1,945	-54%	-$63.4K	0.02%	162
2019 Q4	$142K	Hold	3,632	–	–	0.03%	137
2019 Q3	$130K	Sell	3,632 -937	-21%	-$33.5K	0.03%	139
2019 Q2	$198K	Buy	4,569 +265	+6%	+$11.5K	0.04%	126
2019 Q1	$183K	Buy	4,304 +2,347	+120%	+$99.8K	0.04%	130
2018 Q4	$85K	Buy	1,957 +15	+0.8%	+$652	0.02%	153
2018 Q3	$86K	Sell	1,942 -3,353	-63%	-$148K	0.02%	171
2018 Q2	$192K	Sell	5,295 -209	-4%	-$7.58K	0.05%	163
2018 Q1	$195K	Buy	5,504 +3,988	+263%	+$141K	0.05%	156
2017 Q4	$55K	Sell	1,516 -9,275	-86%	-$336K	0.02%	183
2017 Q3	$385K	Sell	10,791 -20,040	-65%	-$715K	0.12%	84
2017 Q2	$1.04M	Sell	30,831 -1,603	-5%	-$53.9K	0.38%	60
2017 Q1	$1.11M	Sell	32,434 -60	-0.2%	-$2.05K	0.44%	50
2016 Q4	$1.06M	Buy	+32,494	New	+$1.06M	0.59%	44