LexAurum Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $342K | Buy |
14,186
+181
| +1% | +$4.74K | 0.04% | 317 |
|
|
2026
Q1 | $393K | Buy |
+14,005
| New | +$373K | 0.05% | 272 |
|
|
2025
Q3 | $370K | Sell |
14,525
-935
| -6% | -$23.1K | 0.05% | 259 |
|
|
2025
Q2 | $375K | Sell |
15,460
-11,269
| -42% | -$263K | 0.06% | 236 |
|
|
2025
Q1 | $677K | Sell |
26,729
-1,383
| -5% | -$36.2K | 0.13% | 147 |
|
|
2024
Q4 | $746K | Buy |
28,112
+1,326
| +5% | +$36K | 0.15% | 130 |
|
|
2024
Q3 | $775K | Buy |
26,786
+14,200
| +113% | +$414K | 0.17% | 116 |
|
|
2024
Q2 | $352K | Buy |
12,586
+390
| +3% | +$10.7K | 0.09% | 202 |
|
|
2024
Q1 | $338K | Buy |
12,196
+1,577
| +15% | +$43.8K | 0.09% | 205 |
|
|
2023
Q4 | $306K | Sell |
10,619
-357
| -3% | -$10.8K | 0.08% | 222 |
|
|
2023
Q3 | $364K | Sell |
10,976
-4,041
| -27% | -$143K | 0.11% | 183 |
|
|
2023
Q2 | $551K | Buy |
15,017
+3,780
| +34% | +$147K | 0.17% | 119 |
|
|
2023
Q1 | $458K | Sell |
11,237
-389
| -3% | -$16.8K | 0.15% | 132 |
|
|
2022
Q4 | $596K | Buy |
11,626
+259
| +2% | +$12.4K | 0.21% | 104 |
|
|
2022
Q3 | $497K | Buy |
11,367
+91
| +0.8% | +$4.42K | 0.19% | 115 |
|
|
2022
Q2 | $591K | Sell |
11,276
-495
| -4% | -$25.2K | 0.22% | 99 |
|
|
2022
Q1 | $609K | Sell |
11,771
-1,145
| -9% | -$59.4K | 0.2% | 109 |
|
|
2021
Q4 | $763K | Sell |
12,916
-229
| -2% | -$11.3K | 0.25% | 85 |
|
|
2021
Q3 | $565K | Sell |
13,145
-71
| -0.5% | -$3.15K | 0.17% | 152 |
|
|
2021
Q2 | $518K | Buy |
13,216
+2,470
| +23% | +$96.1K | 0.15% | 158 |
|
|
2021
Q1 | $389K | Buy |
10,746
+462
| +4% | +$16.4K | 0.13% | 166 |
|
|
2020
Q4 | $379K | Sell |
10,284
-488
| -5% | -$17.9K | 0.14% | 162 |
|
|
2020
Q3 | $375K | Buy |
10,772
+900
| +9% | +$31.6K | 0.15% | 138 |
|
|
2020
Q2 | $306K | Buy |
9,872
+59
| +0.6% | +$2K | 0.17% | 135 |
|
|
2020
Q1 | $304K | Buy |
9,813
+1,068
| +12% | +$36.4K | 0.21% | 108 |
|
|
2019
Q4 | $325K | Buy |
8,745
+803
| +10% | +$28.6K | 0.16% | 145 |
|
|
2019
Q3 | $271K | Buy |
7,942
+3
| +0% | +$109 | 0.16% | 143 |
|
|
2019
Q2 | $326K | Sell |
7,939
-9
| -0.1% | -$357 | 0.2% | 117 |
|
|
2019
Q1 | $320K | Buy |
7,948
+477
| +6% | +$19.1K | 0.21% | 109 |
|
|
2018
Q4 | $309K | Buy |
7,471
+15
| +0.2% | +$623 | 0.24% | 93 |
|
|
2018
Q3 | $312K | Sell |
7,456
-412
| -5% | -$15.9K | 0.22% | 103 |
|
|
2018
Q2 | $271K | Buy |
7,868
+3
| +0% | +$103 | 0.24% | 101 |
|
|
2018
Q1 | $265K | Sell |
7,865
-1,247
| -14% | -$42.9K | 0.22% | 110 |
|
|
2017
Q4 | $316K | Buy |
+9,112
| New | +$311K | 0.3% | 93 |
|
Other funds holding PFE
CWP
ORIO
CNB
KC
WAM
P