American Economic Planning Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $710K | Sell |
20,908
-915
| -4% | -$31.1K | 0.19% | 45 |
|
|
2019
Q2 | $897K | Sell |
21,823
-101
| -0.5% | -$4.15K | 0.27% | 42 |
|
|
2019
Q1 | $883K | Buy |
21,924
+430
| +2% | +$17.3K | 0.28% | 38 |
|
|
2018
Q4 | $890K | Hold |
21,494
| – | – | 0.29% | 35 |
|
|
2018
Q3 | $899K | Buy |
21,494
+3,474
| +19% | +$145K | 0.32% | 28 |
|
|
2018
Q2 | $620K | Sell |
18,020
-4,431
| -20% | -$152K | 0.23% | 35 |
|
|
2018
Q1 | $756K | Sell |
22,451
-4,033
| -15% | -$136K | 0.28% | 35 |
|
|
2017
Q4 | $910K | Buy |
26,484
+3,426
| +15% | +$118K | 0.34% | 30 |
|
|
2017
Q3 | $781K | Buy |
23,058
+142
| +0.6% | +$4.81K | 0.29% | 28 |
|
|
2017
Q2 | $730K | Buy |
22,916
+692
| +3% | +$22K | 0.29% | 28 |
|
|
2017
Q1 | $721K | Sell |
22,224
-926
| -4% | -$30K | 0.29% | 27 |
|
|
2016
Q4 | $713K | Buy |
23,150
+114
| +0.5% | +$3.51K | 0.31% | 23 |
|
|
2016
Q3 | $740K | Buy |
23,036
+83
| +0.4% | +$2.67K | 0.3% | 24 |
|
|
2016
Q2 | $767K | Sell |
22,953
-1,461
| -6% | -$48.8K | 0.31% | 22 |
|
|
2016
Q1 | $687K | Buy |
24,414
+14,994
| +159% | +$422K | 0.28% | 23 |
|
|
2015
Q4 | $288K | Sell |
9,420
-157
| -2% | -$4.8K | 0.11% | 41 |
|
|
2015
Q3 | $285K | Buy |
9,577
+2,977
| +45% | +$88.6K | 0.13% | 36 |
|
|
2015
Q2 | $210K | Sell |
6,600
-454
| -6% | -$14.4K | 0.09% | 44 |
|
|
2015
Q1 | $233K | Buy |
7,054
+138
| +2% | +$4.56K | 0.09% | 37 |
|
|
2014
Q4 | $204K | Buy |
+6,916
| New | +$204K | 0.08% | 41 |
|
|
2014
Q3 | – | Sell |
-7,121
| Closed | -$201K | – | 37 |
|
|
2014
Q2 | $201K | Buy |
+7,121
| New | +$201K | 0.07% | 36 |
|