WLIM
White Lighthouse Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,810
| Closed | -$246K | – | 114 |
|
|
2022
Q4 | $246K | Sell |
4,810
-200
| -4% | -$10.2K | 0.07% | 100 |
|
|
2022
Q3 | $219K | Hold |
5,010
| – | – | 0.06% | 102 |
|
|
2022
Q2 | $263K | Sell |
5,010
-47
| -0.9% | -$2.47K | 0.08% | 94 |
|
|
2022
Q1 | $262K | Hold |
5,057
| – | – | 0.07% | 97 |
|
|
2021
Q4 | $299K | Buy |
+5,057
| New | +$299K | 0.07% | 98 |
|
|
2020
Q2 | – | Sell |
-13,937
| Closed | -$455K | – | 114 |
|
|
2020
Q1 | $455K | Buy |
13,937
+140
| +1% | +$4.57K | 0.19% | 79 |
|
|
2019
Q4 | $541K | Hold |
13,797
| – | – | 0.2% | 77 |
|
|
2019
Q3 | $496K | Sell |
13,797
-4,198
| -23% | -$151K | 0.2% | 78 |
|
|
2019
Q2 | $780K | Hold |
17,995
| – | – | 0.33% | 57 |
|
|
2019
Q1 | $764K | Buy |
17,995
+10,281
| +133% | +$436K | 0.35% | 59 |
|
|
2018
Q4 | $337K | Sell |
7,714
-574
| -7% | -$25.1K | 0.19% | 89 |
|
|
2018
Q3 | $365K | Sell |
8,288
-400
| -5% | -$17.6K | 0.19% | 85 |
|
|
2018
Q2 | $315K | Sell |
8,688
-625
| -7% | -$22.7K | 0.17% | 91 |
|
|
2018
Q1 | $331K | Buy |
9,313
+2,075
| +29% | +$73.7K | 0.19% | 90 |
|
|
2017
Q4 | $262K | Buy |
+7,238
| New | +$262K | 0.15% | 103 |
|