Berman Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.5M | Sell |
34,890
-4,310
| -11% | -$185K | 0.24% | 52 |
|
|
2021
Q2 | $1.53M | Buy |
39,200
+10,013
| +34% | +$392K | 0.24% | 50 |
|
|
2021
Q1 | $1.06M | Buy |
29,187
+2,173
| +8% | +$78.6K | 0.22% | 58 |
|
|
2020
Q4 | $993K | Buy |
27,014
+270
| +1% | +$9.93K | 0.24% | 54 |
|
|
2020
Q3 | $930K | Buy |
26,744
+3,362
| +14% | +$117K | 0.26% | 49 |
|
|
2020
Q2 | $724K | Sell |
23,382
-3,978
| -15% | -$123K | 0.19% | 56 |
|
|
2020
Q1 | $846K | Buy |
27,360
+10,457
| +62% | +$323K | 0.27% | 43 |
|
|
2019
Q4 | $627K | Buy |
16,903
+1,633
| +11% | +$60.6K | 0.18% | 59 |
|
|
2019
Q3 | $520K | Sell |
15,270
-2,422
| -14% | -$82.5K | 0.16% | 66 |
|
|
2019
Q2 | $726K | Buy |
17,692
+1,103
| +7% | +$45.3K | 0.23% | 49 |
|
|
2019
Q1 | $668K | Sell |
16,589
-384
| -2% | -$15.5K | 0.22% | 50 |
|
|
2018
Q4 | $702K | Buy |
16,973
+4,182
| +33% | +$173K | 0.28% | 40 |
|
|
2018
Q3 | $516K | Sell |
12,791
-2,074
| -14% | -$83.7K | 0.22% | 56 |
|
|
2018
Q2 | $509K | Buy |
14,865
+473
| +3% | +$16.2K | 0.18% | 62 |
|
|
2018
Q1 | $485K | Buy |
14,392
+1,843
| +15% | +$62.1K | 0.18% | 56 |
|
|
2017
Q4 | $429K | Buy |
+12,549
| New | +$429K | 0.14% | 64 |
|