LWL
Leo Wealth LLC’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
+130,023
| New | +$3.15M | 0.25% | 80 |
|
|
2025
Q1 | – | Sell |
-35,767
| Closed | -$949K | – | 345 |
|
|
2024
Q4 | $949K | Buy |
35,767
+11,722
| +49% | +$311K | 0.09% | 161 |
|
|
2024
Q3 | $696K | Sell |
24,045
-5,658
| -19% | -$164K | 0.06% | 185 |
|
|
2024
Q2 | $835K | Sell |
29,703
-17,477
| -37% | -$491K | 0.09% | 160 |
|
|
2024
Q1 | $1.31M | Sell |
47,180
-28,482
| -38% | -$790K | 0.13% | 121 |
|
|
2023
Q4 | $2.17M | Buy |
+75,662
| New | +$2.17M | 0.23% | 77 |
|