Hochman Cole Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,936
| Closed | -$381K | – | 125 |
|
|
2020
Q3 | $381K | Buy |
10,936
+417
| +4% | +$14.5K | 0.19% | 77 |
|
|
2020
Q2 | $326K | Hold |
10,519
| – | – | 0.18% | 85 |
|
|
2020
Q1 | $326K | Sell |
10,519
-195
| -2% | -$6.04K | 0.22% | 74 |
|
|
2019
Q4 | $398K | Hold |
10,714
| – | – | 0.22% | 75 |
|
|
2019
Q3 | $365K | Hold |
10,714
| – | – | 0.23% | 75 |
|
|
2019
Q2 | $440K | Sell |
10,714
-3,433
| -24% | -$141K | 0.26% | 74 |
|
|
2019
Q1 | $570K | Buy |
14,147
+378
| +3% | +$15.2K | 0.34% | 59 |
|
|
2018
Q4 | $570K | Hold |
13,769
| – | – | 0.39% | 55 |
|
|
2018
Q3 | $576K | Hold |
13,769
| – | – | 0.36% | 53 |
|
|
2018
Q2 | $474K | Buy |
13,769
+3,250
| +31% | +$112K | 0.31% | 60 |
|
|
2018
Q1 | $354K | Sell |
10,519
-72
| -0.7% | -$2.42K | 0.25% | 66 |
|
|
2017
Q4 | $364K | Buy |
10,591
+72
| +0.7% | +$2.48K | 0.23% | 65 |
|
|
2017
Q3 | $356K | Sell |
10,519
-112
| -1% | -$3.79K | 0.23% | 64 |
|
|
2017
Q2 | $339K | Hold |
10,631
| – | – | 0.23% | 66 |
|
|
2017
Q1 | $345K | Buy |
10,631
+112
| +1% | +$3.64K | 0.25% | 62 |
|
|
2016
Q4 | $324K | Hold |
10,519
| – | – | 0.23% | 64 |
|
|
2016
Q3 | $338K | Hold |
10,519
| – | – | 0.25% | 61 |
|
|
2016
Q2 | $351K | Hold |
10,519
| – | – | 0.29% | 55 |
|
|
2016
Q1 | $296K | Hold |
10,519
| – | – | 0.25% | 60 |
|
|
2015
Q4 | $322K | Buy |
+10,519
| New | +$322K | 0.27% | 58 |
|