Lyell Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $226K | Buy |
|
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $348K | Sell |
|
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|
2023
Q1 | $387K | Sell |
|
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|
2022
Q4 | $521K | Buy |
|
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|
2022
Q3 | $380K | Sell |
|
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|
2022
Q2 | $537K | Buy |
|
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|
2022
Q1 | $488K | Buy |
|
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|
2021
Q4 | $464K | Sell |
|
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|
2021
Q3 | $348K | Sell |
|
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|
2021
Q2 | $385K | Buy |
|
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $217K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $257K | Buy |
|
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|
2019
Q3 | $200K | Sell |
|
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|
2019
Q2 | $1.01M | Sell |
|
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|
2019
Q1 | $1.84M | Sell |
|
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|
2018
Q4 | $4.12M | Buy |
|
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|
2018
Q3 | $4.11M | Buy |
|
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|
2018
Q2 | $3.31M | Sell |
|
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|
2018
Q1 | $3.26M | Buy |
|
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|
2017
Q4 | $3.15M | Buy |
|
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|
2017
Q3 | $3.07M | Buy |
|
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|
2017
Q2 | $2.79M | Buy |
|
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|
2017
Q1 | $2.56M | Sell |
|
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|
2016
Q4 | $2.5M | Buy |
|