Lido Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
277,163
-99,954
| -27% | -$2.42M | 0.03% | 292 |
|
|
2025
Q1 | $9.56M | Buy |
377,117
+41,693
| +12% | +$1.06M | 0.04% | 228 |
|
|
2024
Q4 | $8.9M | Sell |
335,424
-15,565
| -4% | -$413K | 0.04% | 220 |
|
|
2024
Q3 | $10.2M | Buy |
350,989
+15,661
| +5% | +$453K | 0.05% | 187 |
|
|
2024
Q2 | $9.38M | Buy |
335,328
+29,385
| +10% | +$822K | 0.05% | 179 |
|
|
2024
Q1 | $8.49M | Buy |
305,943
+41,153
| +16% | +$1.14M | 0.05% | 188 |
|
|
2023
Q4 | $7.62M | Buy |
264,790
+9,589
| +4% | +$276K | 0.05% | 190 |
|
|
2023
Q3 | $8.47M | Sell |
255,201
-143,245
| -36% | -$4.75M | 0.06% | 150 |
|
|
2023
Q2 | $14.6M | Sell |
398,446
-4,706
| -1% | -$173K | 0.1% | 101 |
|
|
2023
Q1 | $16.4M | Buy |
403,152
+93,650
| +30% | +$3.82M | 0.16% | 74 |
|
|
2022
Q4 | $15.9M | Buy |
309,502
+79,430
| +35% | +$4.07M | 0.19% | 62 |
|
|
2022
Q3 | $10.1M | Sell |
230,072
-3,861
| -2% | -$169K | 0.13% | 72 |
|
|
2022
Q2 | $12.3M | Sell |
233,933
-37,985
| -14% | -$1.99M | 0.16% | 61 |
|
|
2022
Q1 | $14.1M | Buy |
271,918
+33,693
| +14% | +$1.74M | 0.16% | 67 |
|
|
2021
Q4 | $14.1M | Buy |
238,225
+18,936
| +9% | +$1.12M | 0.15% | 72 |
|
|
2021
Q3 | $9.43M | Sell |
219,289
-29,209
| -12% | -$1.26M | 0.13% | 77 |
|
|
2021
Q2 | $9.73M | Buy |
248,498
+11,054
| +5% | +$433K | 0.14% | 79 |
|
|
2021
Q1 | $8.6M | Buy |
237,444
+49,579
| +26% | +$1.8M | 0.15% | 86 |
|
|
2020
Q4 | $6.92M | Buy |
187,865
+36,091
| +24% | +$1.33M | 0.14% | 82 |
|
|
2020
Q3 | $5.57M | Sell |
151,774
-15,487
| -9% | -$568K | 0.14% | 80 |
|
|
2020
Q2 | $5.47M | Buy |
167,261
+22,670
| +16% | +$741K | 0.17% | 73 |
|
|
2020
Q1 | $4.72M | Sell |
144,591
-796
| -0.5% | -$26K | 0.2% | 65 |
|
|
2019
Q4 | $5.7M | Buy |
145,387
+79,276
| +120% | +$3.11M | 0.23% | 63 |
|
|
2019
Q3 | $2.38M | Sell |
66,111
-3,815
| -5% | -$137K | 0.12% | 94 |
|
|
2019
Q2 | $3.03M | Buy |
69,926
+8,645
| +14% | +$374K | 0.17% | 76 |
|
|
2019
Q1 | $2.6M | Buy |
61,281
+5,611
| +10% | +$238K | 0.17% | 78 |
|
|
2018
Q4 | $2.43M | Sell |
55,670
-10,365
| -16% | -$452K | 0.24% | 58 |
|
|
2018
Q3 | $2.91M | Buy |
66,035
+9,705
| +17% | +$428K | 0.28% | 50 |
|
|
2018
Q2 | $2.04M | Buy |
56,330
+2,676
| +5% | +$97.1K | 0.23% | 62 |
|
|
2018
Q1 | $1.9M | Buy |
53,654
+13,012
| +32% | +$462K | 0.26% | 55 |
|
|
2017
Q4 | $1.47M | Buy |
40,642
+1,409
| +4% | +$51K | 0.21% | 60 |
|
|
2017
Q3 | $1.38M | Sell |
39,233
-432
| -1% | -$15.1K | 0.22% | 57 |
|
|
2017
Q2 | $1.33M | Sell |
39,665
-2,011
| -5% | -$67.5K | 0.28% | 52 |
|
|
2017
Q1 | $1.39M | Sell |
41,676
-8,671
| -17% | -$290K | 0.39% | 42 |
|
|
2016
Q4 | $1.64M | Buy |
50,347
+18,627
| +59% | +$605K | 0.4% | 26 |
|
|
2016
Q3 | $1.07M | Buy |
31,720
+13,377
| +73% | +$453K | 0.33% | 29 |
|
|
2016
Q2 | $645K | Buy |
18,343
+6,887
| +60% | +$242K | 0.2% | 46 |
|
|
2016
Q1 | $340K | Buy |
+11,456
| New | +$340K | 0.11% | 90 |
|