Legacy Advisors’s Pfizer PFE Stock Holding History

Legacy Advisors’s Portfolio PFE Stock Details PFE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-64,203	Closed	-$1.63M	–	299
2025 Q1	$1.63M	Buy	64,203 +4,243	+7%	+$108K	0.17%	105
2024 Q4	$1.59M	Buy	59,960 +3,406	+6%	+$90.4K	0.15%	102
2024 Q3	$1.64M	Buy	56,554 +5,071	+10%	+$147K	0.18%	95
2024 Q2	$1.44M	Buy	51,483 +4,544	+10%	+$127K	0.18%	95
2024 Q1	$1.3M	Sell	46,939 -55,341	-54%	-$1.54M	0.16%	109
2023 Q4	$2.94M	Buy	102,280 +573	+0.6%	+$16.5K	0.38%	57
2023 Q3	$3.37M	Buy	101,707 +11,589	+13%	+$384K	0.54%	41
2023 Q2	$3.31M	Buy	90,118 +25,775	+40%	+$945K	0.49%	45
2023 Q1	$2.63M	Buy	64,343 +10,024	+18%	+$409K	0.48%	48
2022 Q4	$2.78M	Buy	54,319 +11,566	+27%	+$593K	0.51%	42
2022 Q3	$1.87M	Buy	42,753 +2,754	+7%	+$121K	0.41%	50
2022 Q2	$2.1M	Buy	39,999 +8,520	+27%	+$447K	0.44%	41
2022 Q1	$1.63M	Buy	31,479 +20,620	+190%	+$1.07M	0.32%	54
2021 Q4	$641K	Sell	10,859 -987	-8%	-$58.3K	0.24%	61
2021 Q3	$510K	Buy	11,846 +2,750	+30%	+$118K	0.2%	70
2021 Q2	$356K	Buy	9,096 +64	+0.7%	+$2.51K	0.14%	84
2021 Q1	$327K	Buy	9,032 +725	+9%	+$26.2K	0.14%	86
2020 Q4	$306K	Sell	8,307 -774	-9%	-$28.5K	0.17%	83
2020 Q3	$333K	Buy	9,081 +517	+6%	+$19K	0.22%	75
2020 Q2	$280K	Sell	8,564 -3,777	-31%	-$123K	0.22%	76
2020 Q1	$403K	Sell	12,341 -704	-5%	-$23K	0.4%	61
2019 Q4	$511K	Buy	13,045 +323	+3%	+$12.7K	0.32%	62
2019 Q3	$457K	Sell	12,722 -120	-0.9%	-$4.31K	0.34%	61
2019 Q2	$556K	Sell	12,842 -15,306	-54%	-$663K	0.38%	55
2019 Q1	$1.2M	Buy	28,148 +15,121	+116%	+$642K	0.39%	58
2018 Q4	$569K	Sell	13,027 -988	-7%	-$43.2K	0.43%	57
2018 Q3	$618K	Buy	14,015 +5,713	+69%	+$252K	0.3%	81
2018 Q2	$301K	Buy	8,302 +1,924	+30%	+$69.8K	0.22%	73
2018 Q1	$232K	Buy	6,378 +2,253	+55%	+$82K	0.17%	77
2017 Q4	$149K	Sell	4,125 -174	-4%	-$6.29K	0.15%	66
2017 Q3	$153K	Sell	4,299 -609	-12%	-$21.7K	0.17%	59
2017 Q2	$164K	Buy	4,908 +1,508	+44%	+$50.4K	0.21%	55
2017 Q1	$116K	Hold	3,400	–	–	0.16%	64
2016 Q4	$110K	Buy	+3,400	New	+$110K	0.15%	64