LWM
LJI Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
9,029
-2,876
| -24% | -$69.7K | 0.04% | 170 |
|
|
2025
Q1 | $302K | Buy |
11,905
+3,150
| +36% | +$79.8K | 0.06% | 136 |
|
|
2024
Q4 | $232K | Sell |
8,755
-2,119
| -19% | -$56.2K | 0.05% | 157 |
|
|
2024
Q3 | $315K | Sell |
10,874
-782
| -7% | -$22.6K | 0.06% | 143 |
|
|
2024
Q2 | $326K | Sell |
11,656
-835
| -7% | -$23.4K | 0.07% | 138 |
|
|
2024
Q1 | $347K | Buy |
12,491
+566
| +5% | +$15.7K | 0.09% | 109 |
|
|
2023
Q4 | $343K | Buy |
11,925
+930
| +8% | +$26.8K | 0.09% | 124 |
|
|
2023
Q3 | $365K | Sell |
10,995
-5,774
| -34% | -$192K | 0.11% | 104 |
|
|
2023
Q2 | $366K | Buy |
16,769
+7,194
| +75% | +$157K | 0.11% | 98 |
|
|
2023
Q1 | $391K | Buy |
9,575
+1,612
| +20% | +$65.8K | 0.12% | 90 |
|
|
2022
Q4 | $408K | Buy |
+7,963
| New | +$408K | 0.14% | 78 |
|