LAM
Lewis Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
23,472
+15,224
| +185% | +$369K | 0.27% | 91 |
|
|
2025
Q1 | $209K | Sell |
8,248
-1,978
| -19% | -$50.1K | 0.17% | 121 |
|
|
2024
Q4 | $271K | Sell |
10,226
-22,613
| -69% | -$600K | 0.21% | 107 |
|
|
2024
Q3 | $950K | Buy |
32,839
+4,695
| +17% | +$136K | 0.69% | 34 |
|
|
2024
Q2 | $787K | Buy |
28,144
+5,261
| +23% | +$147K | 0.6% | 37 |
|
|
2024
Q1 | $635K | Buy |
22,883
+13,347
| +140% | +$370K | 0.52% | 45 |
|
|
2023
Q4 | $275K | Buy |
+9,536
| New | +$275K | 0.25% | 88 |
|