Lodestone Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$227K Sell
2024
Q2
$241K Buy
2024
Q1
$239K Sell
2023
Q4
$289K Sell
2023
Q3
$818K Sell
2023
Q2
$939K Buy
2023
Q1
$895K Sell
2022
Q4
$1.2M Buy