LWM
Lodestone Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,835
| Closed | -$227K | – | 158 |
|
|
2024
Q3 | $227K | Sell |
7,835
-778
| -9% | -$22.5K | 0.11% | 139 |
|
|
2024
Q2 | $241K | Buy |
8,613
+2
| +0% | +$56 | 0.13% | 138 |
|
|
2024
Q1 | $239K | Sell |
8,611
-1,436
| -14% | -$39.8K | 0.13% | 137 |
|
|
2023
Q4 | $289K | Sell |
10,047
-14,606
| -59% | -$421K | 0.17% | 121 |
|
|
2023
Q3 | $818K | Sell |
24,653
-955
| -4% | -$31.7K | 0.57% | 55 |
|
|
2023
Q2 | $939K | Buy |
25,608
+3,660
| +17% | +$134K | 0.64% | 53 |
|
|
2023
Q1 | $895K | Sell |
21,948
-1,487
| -6% | -$60.7K | 0.69% | 48 |
|
|
2022
Q4 | $1.2M | Buy |
+23,435
| New | +$1.2M | 0.97% | 39 |
|