WLPWM
Walled Lake Planning & Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
124,913
+245
| +0.2% | +$5.94K | 0.99% | 29 |
|
|
2025
Q1 | $3.16M | Buy |
124,668
+83,681
| +204% | +$2.12M | 1.12% | 27 |
|
|
2024
Q4 | $1.09M | Sell |
40,987
-88,666
| -68% | -$2.35M | 0.4% | 41 |
|
|
2024
Q3 | $3.75M | Buy |
129,653
+1,678
| +1% | +$48.6K | 1.41% | 23 |
|
|
2024
Q2 | $3.58M | Buy |
127,975
+3,008
| +2% | +$84.2K | 1.46% | 22 |
|
|
2024
Q1 | $3.47M | Buy |
124,967
+87,182
| +231% | +$2.42M | 1.42% | 25 |
|
|
2023
Q4 | $1.09M | Sell |
37,785
-84,526
| -69% | -$2.43M | 0.51% | 36 |
|
|
2023
Q3 | $4.06M | Buy |
122,311
+4,808
| +4% | +$159K | 2.03% | 20 |
|
|
2023
Q2 | $4.31M | Buy |
117,503
+3,230
| +3% | +$118K | 2.1% | 21 |
|
|
2023
Q1 | $4.66M | Buy |
114,273
+11,150
| +11% | +$455K | 2.44% | 19 |
|
|
2022
Q4 | $5.28M | Sell |
103,123
-1,513
| -1% | -$77.5K | 3.6% | 11 |
|
|
2022
Q3 | $4.58M | Buy |
104,636
+3,872
| +4% | +$169K | 3.2% | 8 |
|
|
2022
Q2 | $5.28M | Buy |
100,764
+3,545
| +4% | +$186K | 3.64% | 7 |
|
|
2022
Q1 | $5.03M | Buy |
97,219
+2,176
| +2% | +$113K | 2.99% | 11 |
|
|
2021
Q4 | $5.61M | Buy |
95,043
+93,512
| +6,108% | +$5.52M | 3.25% | 8 |
|
|
2021
Q3 | $66K | Buy |
1,531
+509
| +50% | +$21.9K | 0.04% | 144 |
|
|
2021
Q2 | $40K | Sell |
1,022
-90
| -8% | -$3.52K | 0.03% | 165 |
|
|
2021
Q1 | $40K | Buy |
1,112
+12
| +1% | +$432 | 0.03% | 160 |
|
|
2020
Q4 | $40K | Buy |
+1,100
| New | +$40K | 0.03% | 149 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$3K | – | 360 |
|
|
2019
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 248 |
|