Lenox Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $66K | Buy |
2,139
+393
| +23% | +$12.1K | 0.02% | 227 |
|
|
2020
Q1 | $54K | Sell |
1,746
-41
| -2% | -$1.27K | 0.02% | 240 |
|
|
2019
Q4 | $66K | Hold |
1,787
| – | – | 0.02% | 251 |
|
|
2019
Q3 | $60K | Sell |
1,787
-34
| -2% | -$1.14K | 0.02% | 248 |
|
|
2019
Q2 | $74K | Buy |
1,821
+832
| +84% | +$33.8K | 0.02% | 215 |
|
|
2019
Q1 | $40K | Hold |
989
| – | – | 0.01% | 260 |
|
|
2018
Q4 | $41K | Hold |
989
| – | – | 0.01% | 221 |
|
|
2018
Q3 | $41K | Sell |
989
-547
| -36% | -$22.7K | 0.01% | 250 |
|
|
2018
Q2 | $53K | Hold |
1,536
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $51K | Buy |
1,536
+97
| +7% | +$3.22K | 0.02% | 208 |
|
|
2017
Q4 | $49K | Sell |
1,439
-333
| -19% | -$11.3K | 0.01% | 210 |
|
|
2017
Q3 | $60K | Buy |
1,772
+580
| +49% | +$19.6K | 0.02% | 203 |
|
|
2017
Q2 | $38K | Sell |
1,192
-488
| -29% | -$15.6K | 0.02% | 228 |
|
|
2017
Q1 | $55K | Sell |
1,680
-961
| -36% | -$31.5K | 0.04% | 88 |
|
|
2016
Q4 | $81K | Buy |
2,641
+1,277
| +94% | +$39.2K | 0.06% | 75 |
|
|
2016
Q3 | $44K | Sell |
1,364
-316
| -19% | -$10.2K | 0.03% | 107 |
|
|
2016
Q2 | $56K | Sell |
1,680
-272
| -14% | -$9.07K | 0.04% | 97 |
|
|
2016
Q1 | $55K | Buy |
1,952
+721
| +59% | +$20.3K | 0.04% | 103 |
|
|
2015
Q4 | $38K | Hold |
1,231
| – | – | 0.03% | 120 |
|
|
2015
Q3 | $37K | Sell |
1,231
-23
| -2% | -$691 | 0.03% | 81 |
|
|
2015
Q2 | $40K | Sell |
1,254
-156
| -11% | -$4.98K | 0.03% | 80 |
|
|
2015
Q1 | $47K | Buy |
1,410
+179
| +15% | +$5.97K | 0.03% | 83 |
|
|
2014
Q4 | $36K | Hold |
1,231
| – | – | 0.02% | 89 |
|
|
2014
Q3 | $35K | Buy |
1,231
+45
| +4% | +$1.28K | 0.02% | 93 |
|
|
2014
Q2 | $33K | Buy |
1,186
+405
| +52% | +$11.3K | 0.02% | 94 |
|
|
2014
Q1 | $24K | Hold |
781
| – | – | 0.01% | 109 |
|
|
2013
Q4 | $23K | Buy |
+781
| New | +$23K | 0.02% | 118 |
|