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Lummis Asset Management’s Pfizer PFE Stock Holding History

Lummis Asset Management’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$278K Hold
11,314
– – 0.18% 54
2025
Q1 		$276K Buy
+11,314
New +$276K 0.19% 52
2024
Q1 		– Sell
-11,314
Closed -$326K – 175
2023
Q4 		$326K Buy
+11,314
New +$326K 0.25% 50