LPAM
Lodestar Private Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,846
| Closed | -$227K | – | 217 |
|
|
2024
Q3 | $227K | Sell |
7,846
-35
| -0.4% | -$1.01K | 0.03% | 207 |
|
|
2024
Q2 | $220K | Sell |
7,881
-3,538
| -31% | -$99K | 0.03% | 200 |
|
|
2024
Q1 | $317K | Buy |
11,419
+2,862
| +33% | +$79.4K | 0.05% | 170 |
|
|
2023
Q4 | $246K | Sell |
8,557
-4,114
| -32% | -$118K | 0.04% | 183 |
|
|
2023
Q3 | $420K | Sell |
12,671
-1,234
| -9% | -$40.9K | 0.07% | 132 |
|
|
2023
Q2 | $510K | Buy |
13,905
+966
| +7% | +$35.4K | 0.09% | 126 |
|
|
2023
Q1 | $528K | Sell |
12,939
-420
| -3% | -$17.1K | 0.09% | 119 |
|
|
2022
Q4 | $684K | Buy |
+13,359
| New | +$684K | 0.13% | 103 |
|