LFA
LGT Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,051
| Closed | -$103K | – | 624 |
|
|
2025
Q1 | $103K | Buy |
+4,051
| New | +$103K | 0.31% | 70 |
|
|
2024
Q2 | – | Sell |
-121,090
| Closed | -$3.36M | – | 843 |
|
|
2024
Q1 | $3.36M | Sell |
121,090
-925
| -0.8% | -$25.7K | 3.9% | 3 |
|
|
2023
Q4 | $3.51M | Sell |
122,015
-556
| -0.5% | -$16K | 4.29% | 2 |
|
|
2023
Q3 | $4.07M | Sell |
122,571
-22,948
| -16% | -$761K | 5.17% | 2 |
|
|
2023
Q2 | $5.34M | Buy |
145,519
+15,714
| +12% | +$576K | 5.68% | 2 |
|
|
2023
Q1 | $5.3M | Buy |
129,805
+7,549
| +6% | +$308K | 9.86% | 2 |
|
|
2022
Q4 | $6.26M | Buy |
+122,256
| New | +$6.26M | 7.37% | 1 |
|