Lloyd Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,685
| Closed | -$629K | – | 170 |
|
|
2024
Q1 | $629K | Buy |
22,685
+12,915
| +132% | +$358K | 0.13% | 116 |
|
|
2023
Q4 | $281K | Sell |
9,770
-16,697
| -63% | -$481K | 0.13% | 93 |
|
|
2023
Q3 | $878K | Buy |
+26,467
| New | +$878K | 0.29% | 81 |
|
|
2022
Q4 | $254K | Buy |
4,951
+75
| +2% | +$3.85K | 0.18% | 41 |
|
|
2022
Q3 | $213K | Sell |
4,876
-2,450
| -33% | -$107K | 0.16% | 43 |
|
|
2022
Q2 | $384K | Buy |
7,326
+3,030
| +71% | +$159K | 0.3% | 37 |
|
|
2022
Q1 | $222K | Buy |
4,296
+1,274
| +42% | +$65.8K | 0.1% | 83 |
|
|
2021
Q4 | $178K | Sell |
3,022
-726
| -19% | -$42.8K | 0.08% | 97 |
|
|
2021
Q3 | $161K | Sell |
3,748
-2,989
| -44% | -$128K | 0.08% | 97 |
|
|
2021
Q2 | $264K | Buy |
6,737
+750
| +13% | +$29.4K | 0.13% | 61 |
|
|
2021
Q1 | $217K | Sell |
5,987
-105
| -2% | -$3.81K | 0.12% | 58 |
|
|
2020
Q4 | $224K | Sell |
6,092
-883
| -13% | -$32.5K | 0.12% | 47 |
|
|
2020
Q3 | $243K | Sell |
6,975
-948
| -12% | -$33K | 0.15% | 44 |
|
|
2020
Q2 | $246K | Sell |
7,923
-898
| -10% | -$27.9K | 0.15% | 45 |
|
|
2020
Q1 | $273K | Sell |
8,821
-1,492
| -14% | -$46.2K | 0.2% | 38 |
|
|
2019
Q4 | $383K | Buy |
+10,313
| New | +$383K | 0.35% | 37 |
|