LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
98,610
-2,363
| -2% | -$57.3K | 0.02% | 119 |
|
|
2025
Q1 | $2.26M | Sell |
100,973
-1,116
| -1% | -$25K | 0.02% | 122 |
|
|
2024
Q4 | $2.74M | Sell |
102,089
-1,226
| -1% | -$32.9K | 0.02% | 123 |
|
|
2024
Q3 | $2.96M | Sell |
103,315
-1,582
| -2% | -$45.3K | 0.03% | 119 |
|
|
2024
Q2 | $3.09M | Buy |
104,897
+31,595
| +43% | +$932K | 0.03% | 100 |
|
|
2024
Q1 | $1.92M | Sell |
73,302
-1,050
| -1% | -$27.6K | 0.02% | 117 |
|
|
2023
Q4 | $2.01M | Sell |
74,352
-1,500
| -2% | -$40.6K | 0.02% | 117 |
|
|
2023
Q3 | $2.31M | Sell |
75,852
-2,455
| -3% | -$74.9K | 0.03% | 106 |
|
|
2023
Q2 | $2.87M | Sell |
78,307
-3,313
| -4% | -$122K | 0.03% | 101 |
|
|
2023
Q1 | $3.33M | Buy |
81,620
+651
| +0.8% | +$26.6K | 0.04% | 97 |
|
|
2022
Q4 | $4.15M | Sell |
80,969
-54
| -0.1% | -$2.77K | 0.05% | 86 |
|
|
2022
Q3 | $3.55M | Sell |
81,023
-22
| -0% | -$963 | 0.05% | 91 |
|
|
2022
Q2 | $4.25M | Buy |
81,045
+1,706
| +2% | +$89.4K | 0.05% | 89 |
|
|
2022
Q1 | $4.11M | Sell |
79,339
-377
| -0.5% | -$19.5K | 0.04% | 94 |
|
|
2021
Q4 | $4.71M | Hold |
79,716
| – | – | 0.04% | 92 |
|
|
2021
Q3 | $3.43M | Sell |
79,716
-1,016
| -1% | -$43.7K | 0.03% | 97 |
|
|
2021
Q2 | $3.16M | Buy |
80,732
+3,809
| +5% | +$149K | 0.03% | 103 |
|
|
2021
Q1 | $2.79M | Buy |
76,923
+7,754
| +11% | +$281K | 0.03% | 105 |
|
|
2020
Q4 | $2.55M | Buy |
69,169
+6,802
| +11% | +$250K | 0.03% | 106 |
|
|
2020
Q3 | $2.29M | Sell |
62,367
-5,996
| -9% | -$220K | 0.03% | 106 |
|
|
2020
Q2 | $2.24M | Sell |
68,363
-643
| -0.9% | -$21K | 0.03% | 107 |
|
|
2020
Q1 | $2.25M | Sell |
69,006
-2,090
| -3% | -$68.2K | 0.04% | 98 |
|
|
2019
Q4 | $2.79M | Sell |
71,096
-3,475
| -5% | -$136K | 0.04% | 100 |
|
|
2019
Q3 | $2.68M | Sell |
74,571
-703
| -0.9% | -$25.3K | 0.04% | 103 |
|
|
2019
Q2 | $3.26M | Buy |
75,274
+17,770
| +31% | +$770K | 0.05% | 99 |
|
|
2019
Q1 | $2.44M | Sell |
57,504
-6,830
| -11% | -$290K | 0.04% | 110 |
|
|
2018
Q4 | $2.81M | Buy |
64,334
+3,966
| +7% | +$173K | 0.05% | 105 |
|
|
2018
Q3 | $2.66M | Sell |
60,368
-878
| -1% | -$38.7K | 0.04% | 110 |
|
|
2018
Q2 | $2.22M | Sell |
61,246
-3,133
| -5% | -$114K | 0.04% | 114 |
|
|
2018
Q1 | $2.29M | Sell |
64,379
-6,251
| -9% | -$222K | 0.04% | 118 |
|
|
2017
Q4 | $2.56M | Buy |
70,630
+441
| +0.6% | +$16K | 0.05% | 113 |
|
|
2017
Q3 | $2.51M | Sell |
70,189
-71
| -0.1% | -$2.54K | 0.05% | 111 |
|
|
2017
Q2 | $2.33M | Sell |
70,260
-12,130
| -15% | -$402K | 0.05% | 110 |
|
|
2017
Q1 | $2.82M | Sell |
82,390
-80
| -0.1% | -$2.74K | 0.06% | 108 |
|
|
2016
Q4 | $2.68M | Buy |
82,470
+3,706
| +5% | +$120K | 0.06% | 108 |
|
|
2016
Q3 | $2.67M | Sell |
78,764
-92
| -0.1% | -$3.12K | 0.06% | 110 |
|
|
2016
Q2 | $2.78M | Buy |
78,856
+10,797
| +16% | +$380K | 0.06% | 109 |
|
|
2016
Q1 | $2.02M | Sell |
68,059
-12,761
| -16% | -$378K | 0.05% | 115 |
|
|
2015
Q4 | $2.61M | Sell |
80,820
-1,762
| -2% | -$56.9K | 0.06% | 108 |
|
|
2015
Q3 | $2.77M | Hold |
82,582
| – | – | 0.07% | 107 |
|
|
2015
Q2 | $2.77M | Sell |
82,582
-1,876
| -2% | -$62.9K | 0.07% | 107 |
|
|
2015
Q1 | $2.94M | Sell |
84,458
-580
| -0.7% | -$20.2K | 0.07% | 103 |
|
|
2014
Q4 | $2.65M | Buy |
85,038
+1,567
| +2% | +$48.8K | 0.07% | 105 |
|
|
2014
Q3 | $2.47M | Buy |
83,471
+950
| +1% | +$28.1K | 0.07% | 108 |
|
|
2014
Q2 | $2.45M | Buy |
82,521
+14,196
| +21% | +$421K | 0.07% | 108 |
|
|
2014
Q1 | $2.2M | Buy |
68,325
+422
| +0.6% | +$13.6K | 0.06% | 114 |
|
|
2013
Q4 | $2.08M | Buy |
67,903
+9,869
| +17% | +$302K | 0.06% | 113 |
|
|
2013
Q3 | $1.67M | Sell |
58,034
-4,580
| -7% | -$132K | 0.05% | 117 |
|
|
2013
Q2 | $1.75M | Buy |
+62,614
| New | +$1.75M | 0.05% | 124 |
|