HCR Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,393
| Closed | -$225K | – | 180 |
|
|
2022
Q4 | $225K | Buy |
+4,393
| New | +$211K | 0.05% | 157 |
|
|
2022
Q3 | – | Sell |
-4,248
| Closed | -$223K | – | 178 |
|
|
2022
Q2 | $223K | Hold |
4,248
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $220K | Buy |
+4,248
| New | +$220K | 0.04% | 175 |
|
|
2021
Q1 | – | Sell |
-15,141
| Closed | -$557K | – | 246 |
|
|
2020
Q4 | $557K | Buy |
15,141
+2,790
| +23% | +$102K | 0.12% | 111 |
|
|
2020
Q3 | $432K | Buy |
12,351
+1,962
| +19% | +$68.8K | 0.1% | 114 |
|
|
2020
Q2 | $330K | Sell |
10,389
-323
| -3% | -$11K | 0.08% | 120 |
|
|
2020
Q1 | $332K | Sell |
10,712
-14,294
| -57% | -$487K | 0.1% | 112 |
|
|
2019
Q4 | $930K | Buy |
25,006
+5,912
| +31% | +$211K | 0.23% | 77 |
|
|
2019
Q3 | $653K | Sell |
19,094
-3,549
| -16% | -$129K | 0.22% | 81 |
|
|
2019
Q2 | $931K | Buy |
22,643
+532
| +2% | +$21.1K | 0.26% | 72 |
|
|
2019
Q1 | $891K | Buy |
22,111
+2,959
| +15% | +$119K | 0.26% | 76 |
|
|
2018
Q4 | $793K | Sell |
19,152
-121
| -0.6% | -$5.02K | 0.26% | 77 |
|
|
2018
Q3 | $806K | Sell |
19,273
-760
| -4% | -$29.3K | 0.26% | 80 |
|
|
2018
Q2 | $700K | Buy |
20,033
+3
| +0% | +$103 | 0.23% | 88 |
|
|
2018
Q1 | $674K | Sell |
20,030
-221
| -1% | -$7.6K | 0.23% | 92 |
|
|
2017
Q4 | $696K | Buy |
20,251
+2,067
| +11% | +$70.5K | 0.24% | 84 |
|
|
2017
Q3 | $616K | Buy |
18,184
+6
| +0% | +$193 | 0.26% | 88 |
|
|
2017
Q2 | $579K | Sell |
18,178
-436
| -2% | -$13.8K | 0.29% | 78 |
|
|
2017
Q1 | $604K | Buy |
18,614
+209
| +1% | +$6.59K | 0.31% | 78 |
|
|
2016
Q4 | $567K | Buy |
+18,405
| New | +$562K | 0.3% | 75 |
|
Other funds holding PFE
