Lewis Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $880K | Buy |
26,522
+1,734
| +7% | +$57.5K | 1.37% | 19 |
|
|
2023
Q2 | $909K | Hold |
24,788
| – | – | 1.3% | 22 |
|
|
2023
Q1 | $1.01M | Sell |
24,788
-1,102
| -4% | -$45K | 1.52% | 17 |
|
|
2022
Q4 | $1.33M | Hold |
25,890
| – | – | 2.03% | 12 |
|
|
2022
Q3 | $1.13M | Sell |
25,890
-458
| -2% | -$20K | 1.74% | 14 |
|
|
2022
Q2 | $1.38M | Buy |
26,348
+3
| +0% | +$157 | 1.97% | 13 |
|
|
2022
Q1 | $1.36M | Sell |
26,345
-370
| -1% | -$19.2K | 1.55% | 17 |
|
|
2021
Q4 | $1.58M | Buy |
+26,715
| New | +$1.58M | 1.65% | 15 |
|