LWA
Lenox Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.04M | Buy |
18,767
+1,176
| +7% | +$64.9K | 0.13% | 46 |
|
|
2021
Q4 | $1.04M | Buy |
17,591
+993
| +6% | +$58.7K | 0.12% | 45 |
|
|
2021
Q3 | $714K | Sell |
16,598
-420
| -2% | -$18.1K | 0.09% | 53 |
|
|
2021
Q2 | $666K | Buy |
17,018
+3,737
| +28% | +$146K | 0.09% | 56 |
|
|
2021
Q1 | $481K | Sell |
13,281
-2,171
| -14% | -$78.6K | 0.07% | 50 |
|
|
2020
Q4 | $569K | Buy |
15,452
+8
| +0.1% | +$295 | 0.08% | 47 |
|
|
2020
Q3 | $567K | Buy |
15,444
+2,333
| +18% | +$85.7K | 0.09% | 44 |
|
|
2020
Q2 | $429K | Buy |
13,111
+372
| +3% | +$12.2K | 0.07% | 43 |
|
|
2020
Q1 | $416K | Buy |
12,739
+9
| +0.1% | +$294 | 0.08% | 42 |
|
|
2019
Q4 | $499K | Buy |
12,730
+396
| +3% | +$15.5K | 0.08% | 47 |
|
|
2019
Q3 | $443K | Buy |
12,334
+859
| +7% | +$30.9K | 0.07% | 46 |
|
|
2019
Q2 | $497K | Sell |
11,475
-95
| -0.8% | -$4.12K | 0.09% | 36 |
|
|
2019
Q1 | $491K | Sell |
11,570
-575
| -5% | -$24.4K | 0.09% | 37 |
|
|
2018
Q4 | $530K | Sell |
12,145
-9
| -0.1% | -$393 | 0.11% | 31 |
|
|
2018
Q3 | $536K | Buy |
12,154
+4,581
| +60% | +$202K | 0.11% | 33 |
|
|
2018
Q2 | $275K | Sell |
7,573
-3,006
| -28% | -$109K | 0.06% | 44 |
|
|
2018
Q1 | $375K | Buy |
10,579
+3,989
| +61% | +$141K | 0.09% | 35 |
|
|
2017
Q4 | $239K | Buy |
6,590
+5,772
| +706% | +$209K | 0.07% | 32 |
|
|
2017
Q3 | $29K | Buy |
818
+15
| +2% | +$532 | 0.01% | 63 |
|
|
2017
Q2 | $27K | Buy |
803
+8
| +1% | +$269 | 0.01% | 76 |
|
|
2017
Q1 | $27K | Sell |
795
-992
| -56% | -$33.7K | 0.01% | 59 |
|
|
2016
Q4 | $58K | Sell |
1,787
-15,035
| -89% | -$488K | 0.02% | 49 |
|
|
2016
Q3 | $570K | Sell |
16,822
-302
| -2% | -$10.2K | 0.17% | 21 |
|
|
2016
Q2 | $603K | Buy |
17,124
+1,006
| +6% | +$35.4K | 0.18% | 22 |
|
|
2016
Q1 | $478K | Sell |
16,118
-918
| -5% | -$27.2K | 0.14% | 22 |
|
|
2015
Q4 | $550K | Sell |
17,036
-216
| -1% | -$6.97K | 0.17% | 22 |
|
|
2015
Q3 | $542K | Buy |
17,252
+1,339
| +8% | +$42.1K | 0.19% | 22 |
|
|
2015
Q2 | $534K | Sell |
15,913
-2,864
| -15% | -$96.1K | 0.23% | 16 |
|
|
2015
Q1 | $653K | Buy |
18,777
+6
| +0% | +$209 | 0.26% | 14 |
|
|
2014
Q4 | $585K | Sell |
18,771
-269
| -1% | -$8.38K | 0.24% | 15 |
|
|
2014
Q3 | $563K | Sell |
19,040
-868
| -4% | -$25.7K | 0.25% | 17 |
|
|
2014
Q2 | $600K | Buy |
19,908
+1,443
| +8% | +$43.5K | 0.27% | 12 |
|
|
2014
Q1 | $590K | Buy |
18,465
+1,878
| +11% | +$60K | 0.35% | 10 |
|
|
2013
Q4 | $508K | Buy |
16,587
+837
| +5% | +$25.6K | 0.36% | 15 |
|
|
2013
Q3 | $452K | Sell |
15,750
-178
| -1% | -$5.11K | 0.42% | 11 |
|
|
2013
Q2 | $446K | Buy |
+15,928
| New | +$446K | 0.5% | 10 |
|