Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Pfizer PFE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,669
Closed -$88.5K – 376
2023
Q3 		$88.5K Buy
+2,669
New +$94.4K 0.02% 141

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Legacy Financial Group (Iowa)'s PFE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Pfizer (PFE) in Q4 2023, closing a stake of 2,669 shares — an estimated $88.5K sold.

Legacy Financial Group (Iowa) first reported a position in PFE in Q3 2023 and held it in 1 quarter. The position peaked at $88.5K in Q3 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,669 Pfizer shares in Q4 2023, an estimated $88.5K.
  • Legacy Financial Group (Iowa) first reported a position in Pfizer in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Pfizer position peaked at $88.5K in Q3 2023.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.