LeJeune Puetz Investment Counsel’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.08M | Buy |
75,451
+1,179
| +2% | +$48.1K | 1.1% | 24 |
|
|
2022
Q4 | $3.81M | Buy |
74,272
+200
| +0.3% | +$10.2K | 1.42% | 18 |
|
|
2022
Q3 | $3.24M | Buy |
74,072
+750
| +1% | +$32.8K | 1.33% | 18 |
|
|
2022
Q2 | $3.84M | Sell |
73,322
-1,000
| -1% | -$52.4K | 1.5% | 15 |
|
|
2022
Q1 | $3.85M | Sell |
74,322
-50
| -0.1% | -$2.59K | 1.34% | 18 |
|
|
2021
Q4 | $4.39M | Buy |
74,372
+1,000
| +1% | +$59.1K | 1.48% | 15 |
|
|
2021
Q3 | $3.16M | Buy |
73,372
+1,766
| +2% | +$76K | 1.15% | 22 |
|
|
2021
Q2 | $2.8M | Buy |
71,606
+2,175
| +3% | +$85.2K | 1.04% | 31 |
|
|
2021
Q1 | $2.52M | Buy |
69,431
+17,019
| +32% | +$616K | 0.99% | 35 |
|
|
2020
Q4 | $1.93M | Sell |
52,412
-2,461
| -4% | -$90.6K | 0.83% | 40 |
|
|
2020
Q3 | $1.91M | Buy |
54,873
+975
| +2% | +$34K | 0.94% | 34 |
|
|
2020
Q2 | $1.67M | Hold |
53,898
| – | – | 0.87% | 39 |
|
|
2020
Q1 | $1.67M | Sell |
53,898
-1,639
| -3% | -$50.8K | 0.98% | 35 |
|
|
2019
Q4 | $2.06M | Sell |
55,537
-817
| -1% | -$30.4K | 0.97% | 37 |
|
|
2019
Q3 | $1.92M | Buy |
56,354
+158
| +0.3% | +$5.39K | 0.98% | 36 |
|
|
2019
Q2 | $2.31M | Sell |
56,196
-316
| -0.6% | -$13K | 1.19% | 24 |
|
|
2019
Q1 | $2.28M | Buy |
56,512
+52
| +0.1% | +$2.1K | 1.24% | 23 |
|
|
2018
Q4 | $2.34M | Buy |
56,460
+3,089
| +6% | +$128K | 1.46% | 19 |
|
|
2018
Q3 | $2.23M | Sell |
53,371
-422
| -0.8% | -$17.6K | 1.29% | 23 |
|
|
2018
Q2 | $1.85M | Sell |
53,793
-3,952
| -7% | -$136K | 1.14% | 29 |
|
|
2018
Q1 | $1.94M | Sell |
57,745
-754
| -1% | -$25.4K | 1.19% | 27 |
|
|
2017
Q4 | $2.01M | Sell |
58,499
-1,344
| -2% | -$46.2K | 1.23% | 27 |
|
|
2017
Q3 | $2.03M | Sell |
59,843
-1,265
| -2% | -$42.8K | 1.3% | 25 |
|
|
2017
Q2 | $1.95M | Sell |
61,108
-1,412
| -2% | -$45K | 1.32% | 23 |
|
|
2017
Q1 | $2.03M | Sell |
62,520
-158
| -0.3% | -$5.13K | 1.46% | 20 |
|
|
2016
Q4 | $1.93M | Buy |
+62,678
| New | +$1.93M | 1.48% | 17 |
|