Epstein & White Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,035
| Closed | -$221K | – | 87 |
|
|
2020
Q4 | $221K | Sell |
6,035
-1,349
| -18% | -$49.4K | 0.07% | 76 |
|
|
2020
Q3 | $261K | Sell |
7,384
-1,558
| -17% | -$55.1K | 0.09% | 55 |
|
|
2020
Q2 | $284K | Sell |
8,942
-9,672
| -52% | -$307K | 0.11% | 46 |
|
|
2020
Q1 | $577K | Sell |
18,614
-7,458
| -29% | -$231K | 0.24% | 35 |
|
|
2019
Q4 | $969K | Buy |
26,072
+6,445
| +33% | +$240K | 0.42% | 25 |
|
|
2019
Q3 | $670K | Buy |
19,627
+1,874
| +11% | +$64K | 0.33% | 34 |
|
|
2019
Q2 | $696K | Buy |
17,753
+7,095
| +67% | +$278K | 0.37% | 29 |
|
|
2019
Q1 | $431K | Buy |
+10,658
| New | +$431K | 0.25% | 45 |
|
|
2018
Q4 | – | Sell |
-4,994
| Closed | -$215K | – | 94 |
|
|
2018
Q3 | $215K | Sell |
4,994
-2,732
| -35% | -$118K | 0.14% | 83 |
|
|
2018
Q2 | $304K | Buy |
+7,726
| New | +$304K | 0.23% | 72 |
|