Lion Street Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
10,381
+660
| +7% | +$16K | 0.08% | 239 |
|
|
2025
Q1 | $246K | Sell |
9,721
-142
| -1% | -$3.6K | 0.08% | 228 |
|
|
2024
Q4 | $262K | Sell |
9,863
-365
| -4% | -$9.68K | 0.08% | 218 |
|
|
2024
Q3 | $296K | Sell |
10,228
-272
| -3% | -$7.87K | 0.1% | 200 |
|
|
2024
Q2 | $294K | Buy |
10,500
+316
| +3% | +$8.84K | 0.11% | 196 |
|
|
2024
Q1 | $293K | Hold |
10,184
| – | – | 0.12% | 180 |
|
|
2023
Q4 | $293K | Sell |
10,184
-2,160
| -17% | -$62.2K | 0.12% | 180 |
|
|
2023
Q3 | $409K | Buy |
12,344
+1,744
| +16% | +$57.9K | 0.13% | 143 |
|
|
2023
Q2 | $464K | Buy |
10,600
+3,097
| +41% | +$135K | 0.16% | 133 |
|
|
2023
Q1 | $306K | Buy |
7,503
+1,028
| +16% | +$41.9K | 0.09% | 177 |
|
|
2022
Q4 | $283K | Sell |
6,475
-6
| -0.1% | -$262 | 0.15% | 112 |
|
|
2022
Q3 | $280K | Buy |
6,481
+6
| +0.1% | +$259 | 0.14% | 94 |
|
|
2022
Q2 | $280K | Sell |
6,475
-18
| -0.3% | -$778 | 0.15% | 113 |
|
|
2022
Q1 | $337K | Buy |
6,493
+18
| +0.3% | +$934 | 0.17% | 94 |
|
|
2021
Q4 | $383K | Hold |
6,475
| – | – | 0.19% | 86 |
|
|
2021
Q3 | $276K | Buy |
+6,475
| New | +$276K | 0.15% | 110 |
|
|
2020
Q2 | – | Sell |
-878
| Closed | -$27K | – | 299 |
|
|
2020
Q1 | $27K | Buy |
+878
| New | +$27K | 0.15% | 80 |
|