LWM
Liberty Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+9,970
| New | +$242K | 0.04% | 197 |
|
|
2024
Q4 | – | Sell |
-7,240
| Closed | -$210K | – | 237 |
|
|
2024
Q3 | $210K | Sell |
7,240
-17,769
| -71% | -$515K | 0.04% | 202 |
|
|
2024
Q2 | $204K | Buy |
+25,009
| New | +$204K | 0.04% | 195 |
|
|
2024
Q1 | – | Sell |
-7,188
| Closed | -$207K | – | 195 |
|
|
2023
Q4 | $207K | Buy |
+7,188
| New | +$207K | 0.04% | 159 |
|
|
2023
Q3 | – | Sell |
-6,754
| Closed | -$248K | – | 189 |
|
|
2023
Q2 | $248K | Buy |
6,754
+324
| +5% | +$11.9K | 0.06% | 158 |
|
|
2023
Q1 | $263K | Buy |
+6,430
| New | +$263K | 0.05% | 188 |
|
|
2022
Q3 | $257K | Buy |
5,894
+128
| +2% | +$5.58K | 0.07% | 121 |
|
|
2022
Q2 | $302K | Sell |
5,766
-1,689
| -23% | -$88.5K | 0.12% | 106 |
|
|
2022
Q1 | $385K | Buy |
7,455
+408
| +6% | +$21.1K | 0.14% | 91 |
|
|
2021
Q4 | $416 | Sell |
7,047
-2,932
| -29% | -$173 | 0.02% | 107 |
|
|
2021
Q3 | $446K | Buy |
9,979
+2,136
| +27% | +$95.5K | 0.16% | 83 |
|
|
2021
Q2 | $307K | Buy |
7,843
+1,191
| +18% | +$46.6K | 0.12% | 97 |
|
|
2021
Q1 | $238K | Hold |
6,652
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $238K | Buy |
6,652
+1,128
| +20% | +$40.4K | 0.12% | 93 |
|
|
2020
Q3 | $203K | Sell |
5,524
-2,808
| -34% | -$103K | 0.12% | 94 |
|
|
2020
Q2 | $272K | Sell |
8,332
-111
| -1% | -$3.62K | 0.19% | 71 |
|
|
2020
Q1 | $276K | Sell |
8,443
-934
| -10% | -$30.5K | 0.24% | 65 |
|
|
2019
Q4 | $367K | Buy |
9,377
+907
| +11% | +$35.5K | 0.29% | 68 |
|
|
2019
Q3 | $304K | Buy |
8,470
+278
| +3% | +$9.98K | 0.29% | 68 |
|
|
2019
Q2 | $355K | Sell |
8,192
-215
| -3% | -$9.32K | 0.31% | 70 |
|
|
2019
Q1 | $357K | Sell |
8,407
-5,548
| -40% | -$236K | 0.27% | 54 |
|
|
2018
Q4 | $609K | Buy |
+13,955
| New | +$609K | 0.45% | 27 |
|