LRI Investments’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
6,392
-353
| -5% | -$8.56K | 0.01% | 340 |
|
|
2025
Q1 | $171K | Sell |
6,745
-194
| -3% | -$4.92K | 0.02% | 297 |
|
|
2024
Q4 | $184K | Sell |
6,939
-2,399
| -26% | -$63.6K | 0.02% | 288 |
|
|
2024
Q3 | $243K | Sell |
9,338
-2,621
| -22% | -$68.2K | 0.02% | 233 |
|
|
2024
Q2 | $335K | Sell |
11,959
-372
| -3% | -$10.4K | 0.04% | 161 |
|
|
2024
Q1 | $342K | Buy |
+12,331
| New | +$342K | 0.09% | 98 |
|