CWM
Concert Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,508
| Closed | -$221K | – | 103 |
|
|
2017
Q2 | $221K | Sell |
6,508
-57,160
| -90% | -$1.94M | 0.21% | 132 |
|
|
2017
Q1 | $2.06M | Sell |
63,668
-6,347
| -9% | -$205K | 0.46% | 45 |
|
|
2016
Q4 | $2.26M | Sell |
70,015
-111,522
| -61% | -$3.6M | 0.5% | 40 |
|
|
2016
Q3 | $6.15M | Buy |
181,537
+5,884
| +3% | +$199K | 0.75% | 20 |
|
|
2016
Q2 | $6.19M | Buy |
175,653
+22,303
| +15% | +$786K | 0.84% | 16 |
|
|
2016
Q1 | $4.56M | Buy |
153,350
+1,367
| +0.9% | +$40.6K | 0.61% | 27 |
|
|
2015
Q4 | $4.9M | Sell |
151,983
-384
| -0.3% | -$12.4K | 0.65% | 28 |
|
|
2015
Q3 | $4.78M | Buy |
152,367
+13,292
| +10% | +$417K | 0.65% | 27 |
|
|
2015
Q2 | $4.68M | Sell |
139,075
-7,764
| -5% | -$261K | 0.6% | 24 |
|
|
2015
Q1 | $3.23M | Buy |
146,839
+51,473
| +54% | +$1.13M | 0.92% | 13 |
|
|
2014
Q4 | $2.96M | Buy |
95,366
+27,648
| +41% | +$858K | 0.45% | 40 |
|
|
2014
Q3 | $2.01M | Sell |
67,718
-20,425
| -23% | -$606K | 0.27% | 44 |
|
|
2014
Q2 | $2.46M | Buy |
88,143
+197
| +0.2% | +$5.5K | 0.3% | 31 |
|
|
2014
Q1 | $2.8M | Sell |
87,946
-5,764
| -6% | -$184K | 0.35% | 23 |
|
|
2013
Q4 | $2.86M | Buy |
93,710
+10,996
| +13% | +$336K | 0.37% | 21 |
|
|
2013
Q3 | $2.37M | Buy |
82,714
+3,123
| +4% | +$89.6K | 0.34% | 24 |
|
|
2013
Q2 | $2.24M | Buy |
+79,591
| New | +$2.24M | 0.33% | 24 |
|