LWA
Lowe Wealth Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.87K | Hold |
201
| – | – | ﹤0.01% | 285 |
|
2025
Q1 | $5.09K | Hold |
201
| – | – | ﹤0.01% | 283 |
|
2024
Q4 | $5.33K | Buy |
201
+26
| +15% | +$690 | ﹤0.01% | 270 |
|
2024
Q3 | $5.07K | Hold |
175
| – | – | ﹤0.01% | 255 |
|
2024
Q2 | $4.9K | Sell |
175
-54
| -24% | -$1.51K | ﹤0.01% | 251 |
|
2024
Q1 | $6.36K | Hold |
229
| – | – | ﹤0.01% | 239 |
|
2023
Q4 | $6.59K | Hold |
229
| – | – | ﹤0.01% | 232 |
|
2023
Q3 | $7.6K | Buy |
229
+54
| +31% | +$1.79K | ﹤0.01% | 213 |
|
2023
Q2 | $6.42K | Hold |
175
| – | – | ﹤0.01% | 251 |
|
2023
Q1 | $7.14K | Sell |
175
-50
| -22% | -$2.04K | ﹤0.01% | 233 |
|
2022
Q4 | $11.5K | Hold |
225
| – | – | 0.01% | 203 |
|
2022
Q3 | $10K | Hold |
225
| – | – | 0.01% | 198 |
|
2022
Q2 | $12K | Hold |
225
| – | – | 0.01% | 175 |
|
2022
Q1 | $12K | Hold |
225
| – | – | 0.01% | 185 |
|
2021
Q4 | $13K | Buy |
225
+125
| +125% | +$7.22K | 0.01% | 177 |
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 220 |
|
2020
Q3 | – | Sell |
-300
| Closed | -$10K | – | 283 |
|
2020
Q2 | $10K | Hold |
300
| – | – | 0.01% | 157 |
|
2020
Q1 | $10K | Hold |
300
| – | – | 0.01% | 145 |
|
2019
Q4 | $12K | Hold |
300
| – | – | 0.01% | 149 |
|
2019
Q3 | $11K | Hold |
300
| – | – | 0.01% | 149 |
|
2019
Q2 | $13K | Hold |
300
| – | – | 0.01% | 145 |
|
2019
Q1 | $12K | Hold |
300
| – | – | 0.01% | 136 |
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 123 |
|
2018
Q3 | $13K | Hold |
300
| – | – | 0.01% | 135 |
|
2018
Q2 | $11K | Hold |
300
| – | – | 0.01% | 137 |
|
2018
Q1 | $11K | Hold |
300
| – | – | 0.01% | 143 |
|
2017
Q4 | $11K | Hold |
300
| – | – | 0.01% | 151 |
|
2017
Q3 | $11K | Sell |
300
-82
| -21% | -$3.01K | 0.01% | 149 |
|
2017
Q2 | $13K | Sell |
382
-124
| -25% | -$4.22K | 0.01% | 122 |
|
2017
Q1 | $17K | Buy |
506
+124
| +32% | +$4.17K | 0.01% | 107 |
|
2016
Q4 | $12K | Sell |
382
-74
| -16% | -$2.33K | 0.01% | 127 |
|
2016
Q3 | $15K | Hold |
456
| – | – | 0.01% | 119 |
|
2016
Q2 | $16K | Buy |
456
+82
| +22% | +$2.88K | 0.01% | 113 |
|
2016
Q1 | $11K | Hold |
374
| – | – | 0.01% | 126 |
|
2015
Q4 | $12K | Sell |
374
-360
| -49% | -$11.6K | 0.01% | 122 |
|
2015
Q3 | $23K | Buy |
734
+260
| +55% | +$8.15K | 0.02% | 81 |
|
2015
Q2 | $16K | Hold |
474
| – | – | 0.01% | 113 |
|
2015
Q1 | $16K | Buy |
474
+400
| +541% | +$13.5K | 0.01% | 113 |
|
2014
Q4 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 181 |
|