LAS
LWM Advisory Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,327
| Closed | -$144K | – | 132 |
|
|
2023
Q3 | $144K | Buy |
+4,327
| New | +$144K | 0.15% | 76 |
|
|
2023
Q1 | – | Sell |
-5,040
| Closed | -$249K | – | 83 |
|
|
2022
Q4 | $249K | Sell |
5,040
-8,550
| -63% | -$423K | 0.28% | 67 |
|
|
2022
Q3 | $603K | Buy |
13,590
+851
| +7% | +$37.8K | 0.68% | 40 |
|
|
2022
Q2 | $667K | Buy |
12,739
+3,290
| +35% | +$172K | 0.8% | 34 |
|
|
2022
Q1 | $488K | Buy |
9,449
+1,254
| +15% | +$64.8K | 0.61% | 48 |
|
|
2021
Q4 | $484K | Buy |
+8,195
| New | +$484K | 0.6% | 48 |
|