LSWM
Lorne Steinberg Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,226
| Closed | -$208K | – | 73 |
|
|
2023
Q4 | $208K | Hold |
7,226
| – | – | 0.07% | 72 |
|
|
2023
Q3 | $240K | Hold |
7,226
| – | – | 0.09% | 66 |
|
|
2023
Q2 | $265K | Buy |
7,226
+1,175
| +19% | +$43.1K | 0.1% | 63 |
|
|
2023
Q1 | $247K | Sell |
6,051
-637
| -10% | -$26K | 0.1% | 63 |
|
|
2022
Q4 | $343K | Hold |
6,688
| – | – | 0.15% | 63 |
|
|
2022
Q3 | $293K | Sell |
6,688
-200
| -3% | -$8.76K | 0.14% | 57 |
|
|
2022
Q2 | $361K | Sell |
6,888
-12,861
| -65% | -$674K | 0.17% | 58 |
|
|
2022
Q1 | $1.02M | Buy |
19,749
+52
| +0.3% | +$2.69K | 0.47% | 46 |
|
|
2021
Q4 | $1.16M | Buy |
19,697
+516
| +3% | +$30.5K | 0.5% | 45 |
|
|
2021
Q3 | $825K | Buy |
19,181
+140
| +0.7% | +$6.02K | 0.4% | 46 |
|
|
2021
Q2 | $746K | Buy |
19,041
+1,502
| +9% | +$58.8K | 0.37% | 47 |
|
|
2021
Q1 | $635K | Hold |
17,539
| – | – | 0.34% | 47 |
|
|
2020
Q4 | $648K | Buy |
+17,539
| New | +$648K | 0.4% | 46 |
|