Live Oak Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $449K | Sell |
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|
2025
Q2 | $5.68M | Sell |
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|
2025
Q1 | $5.98M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $6.08M | Buy |
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|
2023
Q4 | $5.41M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $6.44M | Buy |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $7.82M | Buy |
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|
2022
Q3 | $6.66M | Buy |
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|
2022
Q2 | $7.96M | Buy |
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|
2022
Q1 | $7.77M | Buy |
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|
2021
Q4 | $8.7M | Sell |
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|
2021
Q3 | $6.68M | Sell |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $4.66M | Buy |
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|
2020
Q2 | $4.05M | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $312K | Buy |
|