Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.06M | Sell |
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|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $1.09M | Sell |
|
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|
2024
Q3 | $3.75M | Buy |
|
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $3.47M | Buy |
|
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $4.06M | Buy |
|
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|
2023
Q2 | $4.31M | Buy |
|
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|
2023
Q1 | $4.66M | Buy |
|
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|
2022
Q4 | $5.28M | Sell |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $5.28M | Buy |
|
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $5.61M | Buy |
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|
2021
Q3 | $66K | Buy |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Buy |
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