Lineweaver Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,130
| Closed | -$378K | – | 129 |
|
|
2023
Q4 | $378K | Sell |
13,130
-51,768
| -80% | -$1.49M | 0.1% | 108 |
|
|
2023
Q3 | $2.15M | Buy |
64,898
+2,263
| +4% | +$75.1K | 0.63% | 30 |
|
|
2023
Q2 | $2.3M | Buy |
62,635
+1,192
| +2% | +$43.7K | 0.66% | 33 |
|
|
2023
Q1 | $2.51M | Buy |
61,443
+6,912
| +13% | +$282K | 0.77% | 26 |
|
|
2022
Q4 | $2.79M | Buy |
54,531
+6,201
| +13% | +$318K | 0.85% | 26 |
|
|
2022
Q3 | $2.12M | Buy |
48,330
+9,308
| +24% | +$408K | 0.69% | 28 |
|
|
2022
Q2 | $2.05M | Buy |
39,022
+4,387
| +13% | +$230K | 0.68% | 28 |
|
|
2022
Q1 | $1.79M | Buy |
34,635
+7,938
| +30% | +$411K | 0.51% | 39 |
|
|
2021
Q4 | $1.58M | Buy |
26,697
+4,076
| +18% | +$241K | 0.45% | 39 |
|
|
2021
Q3 | $972K | Buy |
22,621
+1,295
| +6% | +$55.6K | 0.3% | 53 |
|
|
2021
Q2 | $835K | Buy |
21,326
+3,713
| +21% | +$145K | 0.27% | 54 |
|
|
2021
Q1 | $638K | Buy |
17,613
+6,773
| +62% | +$245K | 0.23% | 57 |
|
|
2020
Q4 | $399K | Buy |
10,840
+292
| +3% | +$10.7K | 0.16% | 61 |
|
|
2020
Q3 | $367K | Buy |
10,548
+1,471
| +16% | +$51.2K | 0.16% | 63 |
|
|
2020
Q2 | $281K | Buy |
9,077
+1,150
| +15% | +$35.6K | 0.14% | 67 |
|
|
2020
Q1 | $243K | Buy |
7,927
+2,272
| +40% | +$69.6K | 0.15% | 65 |
|
|
2019
Q4 | $210K | Buy |
+5,655
| New | +$210K | 0.12% | 62 |
|