TLA
Tanglewood Legacy Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5K | Sell |
2,415
-146
| -6% | -$3.54K | 0.02% | 162 |
|
|
2025
Q1 | $64.9K | Hold |
2,561
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $68K | Hold |
2,561
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $74.1K | Sell |
2,561
-350
| -12% | -$10.1K | 0.03% | 135 |
|
|
2024
Q2 | $81.5K | Hold |
2,911
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $80.8K | Sell |
2,911
-1,141
| -28% | -$31.7K | 0.04% | 136 |
|
|
2023
Q4 | $117K | Sell |
4,052
-200
| -5% | -$5.76K | 0.06% | 105 |
|
|
2023
Q3 | $141K | Hold |
4,252
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $156K | Hold |
4,252
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $173K | Hold |
4,252
| – | – | 0.11% | 78 |
|
|
2022
Q4 | $218K | Buy |
+4,252
| New | +$218K | 0.15% | 54 |
|