Lenox Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.03M | Buy |
18,767
+1,176
| +7% | +$61K | 0.13% | 46 |
|
|
2021
Q4 | $1.04M | Buy |
17,591
+993
| +6% | +$49.2K | 0.12% | 45 |
|
|
2021
Q3 | $714K | Sell |
16,598
-420
| -2% | -$18.6K | 0.09% | 53 |
|
|
2021
Q2 | $666K | Buy |
17,018
+3,737
| +28% | +$145K | 0.09% | 56 |
|
|
2021
Q1 | $481K | Sell |
13,281
-2,171
| -14% | -$77.1K | 0.07% | 50 |
|
|
2020
Q4 | $569K | Sell |
15,452
-826
| -5% | -$30.3K | 0.08% | 47 |
|
|
2020
Q3 | $567K | Buy |
16,278
+2,459
| +18% | +$86.2K | 0.09% | 44 |
|
|
2020
Q2 | $429K | Buy |
13,819
+392
| +3% | +$13.3K | 0.07% | 43 |
|
|
2020
Q1 | $416K | Buy |
13,427
+10
| +0.1% | +$341 | 0.08% | 42 |
|
|
2019
Q4 | $499K | Buy |
13,417
+417
| +3% | +$14.9K | 0.08% | 47 |
|
|
2019
Q3 | $443K | Buy |
13,000
+905
| +7% | +$32.9K | 0.07% | 46 |
|
|
2019
Q2 | $497K | Sell |
12,095
-100
| -0.8% | -$3.97K | 0.09% | 36 |
|
|
2019
Q1 | $491K | Sell |
12,195
-606
| -5% | -$24.3K | 0.09% | 37 |
|
|
2018
Q4 | $530K | Sell |
12,801
-9
| -0.1% | -$374 | 0.11% | 31 |
|
|
2018
Q3 | $536K | Buy |
12,810
+4,828
| +60% | +$186K | 0.11% | 33 |
|
|
2018
Q2 | $275K | Sell |
7,982
-3,168
| -28% | -$108K | 0.06% | 44 |
|
|
2018
Q1 | $375K | Buy |
11,150
+4,204
| +61% | +$145K | 0.09% | 35 |
|
|
2017
Q4 | $239K | Buy |
6,946
+6,084
| +706% | +$207K | 0.07% | 32 |
|
|
2017
Q3 | $29K | Buy |
862
+16
| +2% | +$514 | 0.01% | 63 |
|
|
2017
Q2 | $27K | Buy |
846
+8
| +1% | +$252 | 0.01% | 76 |
|
|
2017
Q1 | $27K | Sell |
838
-1,045
| -55% | -$32.9K | 0.01% | 59 |
|
|
2016
Q4 | $58K | Sell |
1,883
-15,847
| -89% | -$484K | 0.02% | 49 |
|
|
2016
Q3 | $570K | Sell |
17,730
-319
| -2% | -$10.7K | 0.17% | 21 |
|
|
2016
Q2 | $603K | Buy |
18,049
+1,061
| +6% | +$33.9K | 0.18% | 22 |
|
|
2016
Q1 | $478K | Sell |
16,988
-968
| -5% | -$27.6K | 0.14% | 22 |
|
|
2015
Q4 | $550K | Sell |
17,956
-228
| -1% | -$7.17K | 0.17% | 22 |
|
|
2015
Q3 | $542K | Buy |
18,184
+1,412
| +8% | +$45.3K | 0.19% | 22 |
|
|
2015
Q2 | $534K | Sell |
16,772
-3,019
| -15% | -$98.4K | 0.23% | 16 |
|
|
2015
Q1 | $653K | Buy |
19,791
+6
| +0% | +$191 | 0.26% | 14 |
|
|
2014
Q4 | $585K | Sell |
19,785
-283
| -1% | -$8.12K | 0.24% | 15 |
|
|
2014
Q3 | $563K | Sell |
20,068
-915
| -4% | -$25.7K | 0.25% | 17 |
|
|
2014
Q2 | $600K | Buy |
20,983
+1,521
| +8% | +$43.4K | 0.27% | 12 |
|
|
2014
Q1 | $590K | Buy |
19,462
+1,979
| +11% | +$59K | 0.35% | 10 |
|
|
2013
Q4 | $508K | Buy |
17,483
+882
| +5% | +$25.7K | 0.36% | 15 |
|
|
2013
Q3 | $452K | Sell |
16,601
-187
| -1% | -$5.09K | 0.42% | 11 |
|
|
2013
Q2 | $446K | Buy |
+16,788
| New | +$464K | 0.5% | 10 |
|
Other funds holding PFE
Lenox Wealth Advisors's PFE Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Pfizer (PFE) stake by 6.7% in Q1 2022, buying an estimated $61K and bringing the position to 18,767 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #46.
Lenox Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.04M in Q4 2021. 3,195 funds tracked by Wall St. Rank hold PFE as of Q1 2022.
- Lenox Wealth Advisors held 18,767 shares of Pfizer worth $1.03M as of Q1 2022.
- Lenox Wealth Advisors bought 1,176 Pfizer shares in Q1 2022, an estimated $61K.
- Pfizer made up 0.13% of Lenox Wealth Advisors's portfolio in Q1 2022, its #46 holding.
- Lenox Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's Pfizer position peaked at $1.04M in Q4 2021.
- 3,195 funds tracked by Wall St. Rank held Pfizer as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.