Legacy Bridge’s Pfizer PFE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$725K	Buy	+29,908	New	+$725K	0.34%	91
2024 Q2	–	Sell	-10,813	Closed	-$300K	–	313
2024 Q1	$300K	Hold	10,813	–	–	0.18%	118
2023 Q4	$311K	Hold	10,813	–	–	0.2%	112
2023 Q3	$359K	Hold	10,813	–	–	0.26%	110
2023 Q2	$397K	Sell	10,813 -1,000	-8%	-$36.7K	0.26%	112
2023 Q1	$482K	Hold	11,813	–	–	0.34%	104
2022 Q4	$605K	Buy	11,813 +1,397	+13%	+$71.6K	0.43%	89
2022 Q3	$456K	Hold	10,416	–	–	0.36%	100
2022 Q2	$546K	Hold	10,416	–	–	0.4%	95
2022 Q1	$539K	Hold	10,416	–	–	0.31%	109
2021 Q4	$615K	Hold	10,416	–	–	0.32%	107
2021 Q3	$448K	Hold	10,416	–	–	0.26%	118
2021 Q2	$408K	Hold	10,416	–	–	0.23%	121
2021 Q1	$377K	Buy	10,416 +725	+7%	+$26.2K	0.24%	114
2020 Q4	$357K	Buy	9,691 +3,925	+68%	+$145K	0.26%	111
2020 Q3	$212K	Buy	5,766 +1,640	+40%	+$60.3K	0.19%	120
2020 Q2	$135K	Sell	4,126 -1,862	-31%	-$60.9K	0.15%	132
2020 Q1	$195K	Buy	5,988 +555	+10%	+$18.1K	0.25%	115
2019 Q4	$213K	Buy	5,433 +1,050	+24%	+$41.2K	0.18%	133
2019 Q3	$157K	Hold	4,383	–	–	0.15%	142
2019 Q2	$190K	Hold	4,383	–	–	0.18%	131
2019 Q1	$186K	Hold	4,383	–	–	0.19%	128
2018 Q4	$191K	Buy	+4,383	New	+$191K	0.24%	119