Alta Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,958
| Closed | -$221K | – | 96 |
|
|
2019
Q4 | $221K | Hold |
5,958
| – | – | 0.01% | 85 |
|
|
2019
Q3 | $203K | Hold |
5,958
| – | – | 0.01% | 91 |
|
|
2019
Q2 | $244K | Hold |
5,958
| – | – | 0.01% | 87 |
|
|
2019
Q1 | $240K | Hold |
5,958
| – | – | 0.01% | 86 |
|
|
2018
Q4 | $246K | Hold |
5,958
| – | – | 0.02% | 77 |
|
|
2018
Q3 | $249K | Sell |
5,958
-344
| -5% | -$14.4K | 0.01% | 77 |
|
|
2018
Q2 | $216K | Hold |
6,302
| – | – | 0.01% | 76 |
|
|
2018
Q1 | $212K | Hold |
6,302
| – | – | 0.01% | 75 |
|
|
2017
Q4 | $216K | Hold |
6,302
| – | – | 0.01% | 69 |
|
|
2017
Q3 | $213K | Sell |
6,302
-785
| -11% | -$26.5K | 0.01% | 80 |
|
|
2017
Q2 | $225K | Sell |
7,087
-580
| -8% | -$18.4K | 0.02% | 80 |
|
|
2017
Q1 | $248K | Sell |
7,667
-240
| -3% | -$7.76K | 0.02% | 77 |
|
|
2016
Q4 | $243K | Hold |
7,907
| – | – | 0.02% | 83 |
|
|
2016
Q3 | $254K | Hold |
7,907
| – | – | 0.02% | 84 |
|
|
2016
Q2 | $264K | Sell |
7,907
-206
| -3% | -$6.88K | 0.02% | 83 |
|
|
2016
Q1 | $228K | Hold |
8,113
| – | – | 0.01% | 100 |
|
|
2015
Q4 | $248K | Sell |
8,113
-552
| -6% | -$16.9K | 0.02% | 99 |
|
|
2015
Q3 | $258K | Buy |
+8,665
| New | +$258K | 0.02% | 101 |
|