Catamount Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $102K | Hold |
2,530
| – | – | 0.06% | 64 |
|
|
2018
Q4 | $102K | Sell |
2,530
-161,367
| -98% | -$6.51M | 0.07% | 54 |
|
|
2018
Q3 | $6.85M | Buy |
163,897
+157,143
| +2,327% | +$6.57M | 3.28% | 13 |
|
|
2018
Q2 | $262K | Buy |
6,754
+2,169
| +47% | +$84.1K | 0.13% | 40 |
|
|
2018
Q1 | $154K | Buy |
4,585
+685
| +18% | +$23K | 0.08% | 44 |
|
|
2017
Q4 | $134K | Sell |
3,900
-1,159
| -23% | -$39.8K | 0.07% | 47 |
|
|
2017
Q3 | $171K | Sell |
5,059
-422
| -8% | -$14.3K | 0.1% | 38 |
|
|
2017
Q2 | $175K | Hold |
5,481
| – | – | 0.11% | 41 |
|
|
2017
Q1 | $178K | Sell |
5,481
-48,531
| -90% | -$1.58M | 0.12% | 40 |
|
|
2016
Q4 | $1.66M | Sell |
54,012
-15,654
| -22% | -$482K | 1.35% | 19 |
|
|
2016
Q3 | $2.22M | Buy |
69,666
+6,168
| +10% | +$197K | 1.91% | 14 |
|
|
2016
Q2 | $2.12M | Buy |
63,498
+58,866
| +1,271% | +$1.97M | 2.45% | 10 |
|
|
2016
Q1 | $130K | Buy |
4,632
+574
| +14% | +$16.1K | 0.15% | 30 |
|
|
2015
Q4 | $124K | Hold |
4,058
| – | – | 0.11% | 29 |
|
|
2015
Q3 | $121K | Hold |
4,058
| – | – | 0.12% | 24 |
|
|
2015
Q2 | $129K | Buy |
4,058
+2,108
| +108% | +$67K | 0.1% | 38 |
|
|
2015
Q1 | $64K | Hold |
1,950
| – | – | 0.05% | 55 |
|
|
2014
Q4 | $58K | Buy |
+1,950
| New | +$58K | 0.06% | 46 |
|