LWMG
Levy Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,508
| Closed | -$349K | – | 108 |
|
|
2023
Q3 | $349K | Buy |
10,508
+105
| +1% | +$3.48K | 0.11% | 70 |
|
|
2023
Q2 | $382K | Buy |
10,403
+95
| +0.9% | +$3.49K | 0.11% | 69 |
|
|
2023
Q1 | $421K | Buy |
10,308
+140
| +1% | +$5.71K | 0.13% | 60 |
|
|
2022
Q4 | $521K | Sell |
10,168
-82
| -0.8% | -$4.2K | 0.17% | 50 |
|
|
2022
Q3 | $449K | Buy |
10,250
+421
| +4% | +$18.4K | 0.19% | 43 |
|
|
2022
Q2 | $515K | Buy |
9,829
+68
| +0.7% | +$3.56K | 0.24% | 42 |
|
|
2022
Q1 | $505K | Buy |
9,761
+74
| +0.8% | +$3.83K | 0.21% | 39 |
|
|
2021
Q4 | $572K | Buy |
9,687
+82
| +0.9% | +$4.84K | 0.26% | 36 |
|
|
2021
Q3 | $413K | Buy |
9,605
+71
| +0.7% | +$3.05K | 0.23% | 42 |
|
|
2021
Q2 | $373K | Buy |
9,534
+3,681
| +63% | +$144K | 0.21% | 44 |
|
|
2021
Q1 | $212K | Buy |
+5,853
| New | +$212K | 0.14% | 64 |
|