LGWM
Litman Gregory Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,874
| Closed | -$444K | – | 105 |
|
|
2023
Q1 | $444K | Buy |
+10,874
| New | +$444K | 0.17% | 22 |
|
|
2021
Q2 | – | Sell |
-2,170
| Closed | -$79K | – | 155 |
|
|
2021
Q1 | $79K | Hold |
2,170
| – | – | 0.02% | 83 |
|
|
2020
Q4 | $80K | Hold |
2,170
| – | – | 0.01% | 83 |
|
|
2020
Q3 | $80K | Hold |
2,170
| – | – | 0.02% | 78 |
|
|
2020
Q2 | $71K | Hold |
2,170
| – | – | 0.02% | 81 |
|
|
2020
Q1 | $71K | Sell |
2,170
-2,500
| -54% | -$81.8K | 0.02% | 70 |
|
|
2019
Q4 | $183K | Buy |
4,670
+1,900
| +69% | +$74.5K | 0.04% | 51 |
|
|
2019
Q3 | $100K | Sell |
2,770
-527
| -16% | -$19K | 0.02% | 64 |
|
|
2019
Q2 | $143K | Buy |
3,297
+1,127
| +52% | +$48.9K | 0.04% | 54 |
|
|
2019
Q1 | $92K | Hold |
2,170
| – | – | 0.03% | 56 |
|
|
2018
Q4 | $95K | Hold |
2,170
| – | – | 0.03% | 56 |
|
|
2018
Q3 | $96K | Hold |
2,170
| – | – | 0.03% | 49 |
|
|
2018
Q2 | $79K | Hold |
2,170
| – | – | 0.03% | 45 |
|
|
2018
Q1 | $77K | Buy |
2,170
+1,170
| +117% | +$41.5K | 0.03% | 68 |
|
|
2017
Q4 | $36 | Hold |
1,000
| – | – | 0.01% | 58 |
|
|
2017
Q3 | $36K | Hold |
1,000
| – | – | 0.02% | 57 |
|
|
2017
Q2 | $34K | Sell |
1,000
-1,000
| -50% | -$34K | 0.02% | 40 |
|
|
2017
Q1 | $68K | Buy |
2,000
+1,000
| +100% | +$34K | 0.04% | 35 |
|
|
2016
Q4 | $32K | Hold |
1,000
| – | – | 0.02% | 37 |
|
|
2016
Q3 | $34K | Hold |
1,000
| – | – | 0.02% | 33 |
|
|
2016
Q2 | $35K | Hold |
1,000
| – | – | 0.03% | 31 |
|
|
2016
Q1 | $30K | Buy |
+1,000
| New | +$30K | 0.02% | 36 |
|