Altavista Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8.6M | Buy |
145,581
+3,515
| +2% | +$208K | 1.74% | 14 |
|
|
2021
Q3 | $6.11M | Buy |
142,066
+1,816
| +1% | +$78.1K | 1.36% | 23 |
|
|
2021
Q2 | $5.49M | Buy |
140,250
+6,430
| +5% | +$252K | 1.2% | 24 |
|
|
2021
Q1 | $4.85M | Buy |
133,820
+1,432
| +1% | +$51.9K | 1.18% | 26 |
|
|
2020
Q4 | $4.87M | Sell |
132,388
-7,544
| -5% | -$278K | 1.23% | 25 |
|
|
2020
Q3 | $4.87M | Buy |
139,932
+1,130
| +0.8% | +$39.3K | 1.34% | 23 |
|
|
2020
Q2 | $4.31M | Buy |
138,802
+2,321
| +2% | +$72K | 1.25% | 25 |
|
|
2020
Q1 | $4.23M | Buy |
136,481
+11,849
| +10% | +$367K | 1.44% | 24 |
|
|
2019
Q4 | $4.63M | Buy |
124,632
+1,703
| +1% | +$63.3K | 1.38% | 24 |
|
|
2019
Q3 | $4.19M | Buy |
122,929
+8,393
| +7% | +$286K | 1.3% | 26 |
|
|
2019
Q2 | $4.71M | Buy |
114,536
+6,929
| +6% | +$285K | 1.51% | 24 |
|
|
2019
Q1 | $4.34M | Buy |
107,607
+24,381
| +29% | +$982K | 1.54% | 25 |
|
|
2018
Q4 | $3.45M | Buy |
83,226
+3,727
| +5% | +$154K | 1.41% | 27 |
|
|
2018
Q3 | $3.32M | Sell |
79,499
-687
| -0.9% | -$28.7K | 1.24% | 28 |
|
|
2018
Q2 | $2.76M | Sell |
80,186
-256
| -0.3% | -$8.81K | 1.11% | 30 |
|
|
2018
Q1 | $2.71M | Buy |
80,442
+459
| +0.6% | +$15.5K | 1.15% | 29 |
|
|
2017
Q4 | $2.75M | Buy |
79,983
+32,431
| +68% | +$1.11M | 1.16% | 27 |
|
|
2017
Q3 | $1.61M | Buy |
47,552
+2,346
| +5% | +$79.5K | 0.77% | 45 |
|
|
2017
Q2 | $1.44M | Sell |
45,206
-896
| -2% | -$28.6K | 0.72% | 48 |
|
|
2017
Q1 | $1.5M | Buy |
46,102
+14,420
| +46% | +$468K | 0.75% | 46 |
|
|
2016
Q4 | $976K | Sell |
31,682
-889
| -3% | -$27.4K | 0.53% | 49 |
|
|
2016
Q3 | $1.05M | Buy |
32,571
+74
| +0.2% | +$2.38K | 0.57% | 47 |
|
|
2016
Q2 | $1.09M | Sell |
32,497
-527
| -2% | -$17.6K | 0.6% | 42 |
|
|
2016
Q1 | $929K | Sell |
33,024
-3,089
| -9% | -$86.9K | 0.52% | 45 |
|
|
2015
Q4 | $1.11M | Sell |
36,113
-2,498
| -6% | -$76.5K | 0.65% | 43 |
|
|
2015
Q3 | $1.15M | Sell |
38,611
-1,340
| -3% | -$39.9K | 0.76% | 40 |
|
|
2015
Q2 | $1.27M | Buy |
39,951
+139
| +0.3% | +$4.42K | 0.78% | 41 |
|
|
2015
Q1 | $1.31M | Sell |
39,812
-2,256
| -5% | -$74.5K | 0.81% | 42 |
|
|
2014
Q4 | $1.25M | Buy |
42,068
+1,918
| +5% | +$57K | 0.77% | 41 |
|
|
2014
Q3 | $1.13M | Sell |
40,150
-2,284
| -5% | -$64.1K | 0.73% | 41 |
|
|
2014
Q2 | $1.2M | Buy |
42,434
+145
| +0.3% | +$4.08K | 0.74% | 41 |
|
|
2014
Q1 | $1.29M | Buy |
42,289
+651
| +2% | +$19.8K | 0.78% | 43 |
|
|
2013
Q4 | $1.21M | Sell |
41,638
-759
| -2% | -$22.1K | 0.74% | 45 |
|
|
2013
Q3 | $1.16M | Sell |
42,397
-2,529
| -6% | -$68.9K | 0.75% | 42 |
|
|
2013
Q2 | $1.19M | Buy |
+44,926
| New | +$1.19M | 0.8% | 39 |
|