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Legacy Wealth Planning, LLC

SEC CIK
0001802490
Latest filing
Nov 10, 2022

PFE holding history

Pfizer Inc in every 13F filed by Legacy Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q3 2022 holdings

Shares (Q3 2022)
4,781
Value
$209.0K
% of portfolio
0.3%
Quarters held
7
Since Q1 2021
Holdings of PFE by Legacy Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20224,781$209.0K0.3%−455−8.7%ReducedHolders
Q2 20225,236$275.0K0.4%+80+1.6%AddedHolders
Q1 20225,156$267.0K0.3%−244−4.5%ReducedHolders
Q4 20215,400$319.0K0.4%−820−13.2%ReducedHolders
Q3 20216,220$268.0K0.3%00.0%UnchangedHolders
Q2 20216,220$244.0K0.3%00.0%UnchangedHolders
Q1 20216,220$225.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.