Bingham Osborn & Scarborough’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,138
| Closed | -$393K | – | 105 |
|
|
2021
Q3 | $393K | Buy |
9,138
+500
| +6% | +$21.5K | 0.03% | 109 |
|
|
2021
Q2 | $338K | Buy |
8,638
+487
| +6% | +$19.1K | 0.02% | 120 |
|
|
2021
Q1 | $295K | Buy |
8,151
+329
| +4% | +$11.9K | 0.02% | 117 |
|
|
2020
Q4 | $288K | Sell |
7,822
-7,025
| -47% | -$259K | 0.02% | 110 |
|
|
2020
Q3 | $517K | Buy |
14,847
+733
| +5% | +$25.5K | 0.04% | 91 |
|
|
2020
Q2 | $438K | Sell |
14,114
-924
| -6% | -$28.7K | 0.04% | 95 |
|
|
2020
Q1 | $466K | Sell |
15,038
-815
| -5% | -$25.3K | 0.05% | 90 |
|
|
2019
Q4 | $589K | Buy |
15,853
+727
| +5% | +$27K | 0.05% | 89 |
|
|
2019
Q3 | $516K | Sell |
15,126
-1,796
| -11% | -$61.3K | 0.05% | 92 |
|
|
2019
Q2 | $695K | Buy |
16,922
+1,521
| +10% | +$62.5K | 0.06% | 74 |
|
|
2019
Q1 | $621K | Sell |
15,401
-1,977
| -11% | -$79.7K | 0.06% | 76 |
|
|
2018
Q4 | $720K | Buy |
17,378
+1,945
| +13% | +$80.6K | 0.07% | 65 |
|
|
2018
Q3 | $645K | Buy |
15,433
+817
| +6% | +$34.1K | 0.06% | 76 |
|
|
2018
Q2 | $503K | Buy |
14,616
+600
| +4% | +$20.6K | 0.05% | 78 |
|
|
2018
Q1 | $472K | Sell |
14,016
-27
| -0.2% | -$909 | 0.04% | 80 |
|
|
2017
Q4 | $483K | Sell |
14,043
-849
| -6% | -$29.2K | 0.04% | 77 |
|
|
2017
Q3 | $504K | Buy |
14,892
+735
| +5% | +$24.9K | 0.05% | 71 |
|
|
2017
Q2 | $451K | Sell |
14,157
-886
| -6% | -$28.2K | 0.04% | 72 |
|
|
2017
Q1 | $488K | Buy |
15,043
+749
| +5% | +$24.3K | 0.05% | 68 |
|
|
2016
Q4 | $440K | Buy |
14,294
+475
| +3% | +$14.6K | 0.05% | 72 |
|
|
2016
Q3 | $444K | Sell |
13,819
-1,714
| -11% | -$55.1K | 0.05% | 73 |
|
|
2016
Q2 | $519K | Buy |
15,533
+616
| +4% | +$20.6K | 0.06% | 65 |
|
|
2016
Q1 | $419K | Buy |
14,917
+1,288
| +9% | +$36.2K | 0.05% | 77 |
|
|
2015
Q4 | $417K | Sell |
13,629
-419
| -3% | -$12.8K | 0.05% | 72 |
|
|
2015
Q3 | $419K | Buy |
14,048
+1,763
| +14% | +$52.6K | 0.05% | 71 |
|
|
2015
Q2 | $391K | Buy |
12,285
+2,342
| +24% | +$74.5K | 0.05% | 80 |
|
|
2015
Q1 | $328K | Sell |
9,943
-1,068
| -10% | -$35.2K | 0.04% | 88 |
|
|
2014
Q4 | $325K | Sell |
11,011
-1,451
| -12% | -$42.8K | 0.04% | 86 |
|
|
2014
Q3 | $350K | Buy |
12,462
+1,887
| +18% | +$53K | 0.04% | 82 |
|
|
2014
Q2 | $298K | Sell |
10,575
-2,900
| -22% | -$81.7K | 0.04% | 84 |
|
|
2014
Q1 | $411K | Buy |
13,475
+2
| +0% | +$61 | 0.06% | 69 |
|
|
2013
Q4 | $392K | Sell |
13,473
-1,553
| -10% | -$45.2K | 0.06% | 66 |
|
|
2013
Q3 | $409K | Buy |
15,026
+6,892
| +85% | +$188K | 0.07% | 59 |
|
|
2013
Q2 | $216K | Buy |
+8,134
| New | +$216K | 0.04% | 81 |
|