LWM
PFE icon

Lyons Wealth Management’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-27,159
Closed -$873K 81
2014
Q1
$873K Buy
27,159
+6,304
+30% +$203K 0.76% 15
2013
Q4
$639K Buy
+20,855
New +$639K 0.6% 17