LMG Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
16,705
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $423K | Sell |
16,705
-105
| -0.6% | -$2.66K | 0.09% | 102 |
|
|
2024
Q4 | $446K | Buy |
16,810
+194
| +1% | +$5.15K | 0.1% | 95 |
|
|
2024
Q3 | $481K | Sell |
16,616
-35
| -0.2% | -$1.01K | 0.11% | 91 |
|
|
2024
Q2 | $466K | Sell |
16,651
-32,222
| -66% | -$902K | 0.12% | 92 |
|
|
2024
Q1 | $1.36M | Buy |
48,873
+12,831
| +36% | +$356K | 0.34% | 63 |
|
|
2023
Q4 | $1.04M | Sell |
36,042
-1,921
| -5% | -$55.3K | 0.29% | 67 |
|
|
2023
Q3 | $1.26M | Buy |
37,963
+3,990
| +12% | +$132K | 0.38% | 60 |
|
|
2023
Q2 | $1.25M | Buy |
33,973
+2,187
| +7% | +$80.2K | 0.38% | 55 |
|
|
2023
Q1 | $1.3M | Buy |
31,786
+2,157
| +7% | +$88K | 0.42% | 57 |
|
|
2022
Q4 | $1.37M | Buy |
+29,629
| New | +$1.37M | 0.45% | 51 |
|