LW
Linscomb Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
248,067
-12,224
| -5% | -$296K | 0.28% | 85 |
|
|
2025
Q1 | $6.6M | Buy |
260,291
+13,934
| +6% | +$353K | 0.33% | 71 |
|
|
2024
Q4 | $6.54M | Buy |
246,357
+10,887
| +5% | +$289K | 0.33% | 68 |
|
|
2024
Q3 | $6.81M | Sell |
235,470
-37
| -0% | -$1.07K | 0.34% | 70 |
|
|
2024
Q2 | $6.59M | Buy |
235,507
+5,603
| +2% | +$157K | 0.34% | 69 |
|
|
2024
Q1 | $6.38M | Buy |
229,904
+3,297
| +1% | +$91.5K | 0.33% | 73 |
|
|
2023
Q4 | $6.52M | Buy |
226,607
+11,556
| +5% | +$333K | 0.36% | 69 |
|
|
2023
Q3 | $7.13M | Sell |
215,051
-9,447
| -4% | -$313K | 0.42% | 59 |
|
|
2023
Q2 | $8.23M | Sell |
224,498
-8,303
| -4% | -$305K | 0.44% | 55 |
|
|
2023
Q1 | $9.5M | Sell |
232,801
-6,552
| -3% | -$267K | 0.5% | 47 |
|
|
2022
Q4 | $12.3M | Buy |
239,353
+9,519
| +4% | +$488K | 0.62% | 28 |
|
|
2022
Q3 | $10.1M | Buy |
229,834
+3,067
| +1% | +$134K | 0.61% | 36 |
|
|
2022
Q2 | $11.9M | Sell |
226,767
-4,438
| -2% | -$233K | 0.68% | 24 |
|
|
2022
Q1 | $12M | Buy |
231,205
+2,953
| +1% | +$153K | 0.57% | 35 |
|
|
2021
Q4 | $13.5M | Buy |
228,252
+1,208
| +0.5% | +$71.3K | 0.64% | 28 |
|
|
2021
Q3 | $9.77M | Buy |
227,044
+4,642
| +2% | +$200K | 0.5% | 51 |
|
|
2021
Q2 | $8.71M | Buy |
222,402
+11,650
| +6% | +$456K | 0.45% | 62 |
|
|
2021
Q1 | $7.64M | Buy |
210,752
+8,722
| +4% | +$316K | 0.42% | 62 |
|
|
2020
Q4 | $7.44M | Buy |
202,030
+2,376
| +1% | +$87.5K | 0.44% | 56 |
|
|
2020
Q3 | $7.33M | Buy |
199,654
+6,792
| +4% | +$249K | 0.5% | 49 |
|
|
2020
Q2 | $6.31M | Buy |
192,862
+34,725
| +22% | +$1.14M | 0.46% | 57 |
|
|
2020
Q1 | $5.16M | Buy |
158,137
+9,035
| +6% | +$295K | 0.46% | 46 |
|
|
2019
Q4 | $5.84M | Buy |
149,102
+3,182
| +2% | +$125K | 0.38% | 46 |
|
|
2019
Q3 | $5.24M | Buy |
145,920
+8,460
| +6% | +$304K | 0.42% | 46 |
|
|
2019
Q2 | $5.96M | Sell |
137,460
-35
| -0% | -$1.52K | 0.49% | 33 |
|
|
2019
Q1 | $5.84M | Sell |
137,495
-4,272
| -3% | -$181K | 0.49% | 32 |
|
|
2018
Q4 | $6.19M | Buy |
141,767
+1,100
| +0.8% | +$48K | 0.59% | 29 |
|
|
2018
Q3 | $6.2M | Buy |
140,667
+433
| +0.3% | +$19.1K | 0.51% | 30 |
|
|
2018
Q2 | $5.09M | Buy |
140,234
+2,517
| +2% | +$91.3K | 0.43% | 36 |
|
|
2018
Q1 | $4.89M | Buy |
137,717
+3,485
| +3% | +$124K | 0.42% | 37 |
|
|
2017
Q4 | $4.86M | Buy |
134,232
+10,291
| +8% | +$373K | 0.4% | 44 |
|
|
2017
Q3 | $4.43M | Buy |
123,941
+5,768
| +5% | +$206K | 0.38% | 44 |
|
|
2017
Q2 | $3.97M | Buy |
118,173
+2,377
| +2% | +$79.8K | 0.36% | 49 |
|
|
2017
Q1 | $3.96M | Buy |
115,796
+9,781
| +9% | +$335K | 0.36% | 45 |
|
|
2016
Q4 | $3.44M | Buy |
106,015
+3,785
| +4% | +$123K | 0.32% | 51 |
|
|
2016
Q3 | $3.46M | Buy |
102,230
+11,538
| +13% | +$391K | 0.34% | 43 |
|
|
2016
Q2 | $3.19M | Buy |
90,692
+1,925
| +2% | +$67.8K | 0.32% | 44 |
|
|
2016
Q1 | $2.63M | Buy |
88,767
+2,456
| +3% | +$72.8K | 0.28% | 56 |
|
|
2015
Q4 | $2.79M | Buy |
86,311
+2,317
| +3% | +$74.8K | 0.32% | 53 |
|
|
2015
Q3 | $2.64M | Buy |
83,994
+3,631
| +5% | +$114K | 0.31% | 51 |
|
|
2015
Q2 | $2.7M | Sell |
80,363
-769
| -0.9% | -$25.8K | 0.29% | 55 |
|
|
2015
Q1 | $2.82M | Buy |
81,132
+2,549
| +3% | +$88.7K | 0.3% | 55 |
|
|
2014
Q4 | $2.45M | Buy |
78,583
+2,373
| +3% | +$73.9K | 0.27% | 64 |
|
|
2014
Q3 | $2.25M | Buy |
76,210
+2,661
| +4% | +$78.7K | 0.25% | 65 |
|
|
2014
Q2 | $2.18M | Buy |
73,549
+5,488
| +8% | +$163K | 0.23% | 67 |
|
|
2014
Q1 | $2.19M | Buy |
68,061
+9,238
| +16% | +$297K | 0.24% | 60 |
|
|
2013
Q4 | $1.8M | Buy |
58,823
+4,814
| +9% | +$147K | 0.22% | 63 |
|
|
2013
Q3 | $1.55M | Buy |
54,009
+6,746
| +14% | +$194K | 0.2% | 65 |
|
|
2013
Q2 | $1.32M | Buy |
+47,263
| New | +$1.32M | 0.18% | 68 |
|