Confluence Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $583K | Buy |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $608K | Sell |
|
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|
2019
Q3 | $583K | Buy |
|
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|
2019
Q2 | $682K | Sell |
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|
2019
Q1 | $726K | Buy |
|
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|
2018
Q4 | $721K | Sell |
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|
2018
Q3 | $765K | Buy |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $239K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $549K | Buy |
|