LifePlan Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $445K | Hold |
12,766
| – | – | 0.19% | 83 |
|
2020
Q2 | $396K | Hold |
12,766
| – | – | 0.18% | 86 |
|
2020
Q1 | $395K | Sell |
12,766
-15
| -0.1% | -$464 | 0.21% | 81 |
|
2019
Q4 | $475K | Sell |
12,781
-896
| -7% | -$33.3K | 0.21% | 83 |
|
2019
Q3 | $466K | Buy |
13,677
+896
| +7% | +$30.5K | 0.22% | 78 |
|
2019
Q2 | $525K | Hold |
12,781
| – | – | 0.25% | 66 |
|
2019
Q1 | $515K | Buy |
12,781
+429
| +3% | +$17.3K | 0.27% | 64 |
|
2018
Q4 | $512K | Hold |
12,352
| – | – | 0.32% | 57 |
|
2018
Q3 | $516K | Hold |
12,352
| – | – | 0.28% | 60 |
|
2018
Q2 | $425K | Sell |
12,352
-316
| -2% | -$10.9K | 0.24% | 71 |
|
2018
Q1 | $427K | Sell |
12,668
-1,327
| -9% | -$44.7K | 0.25% | 69 |
|
2017
Q4 | $474K | Hold |
13,995
| – | – | 0.3% | 60 |
|
2017
Q3 | $474K | Buy |
13,995
+29
| +0.2% | +$982 | 0.3% | 60 |
|
2017
Q2 | $445K | Buy |
13,966
+132
| +1% | +$4.21K | 0.3% | 68 |
|
2017
Q1 | $449K | Hold |
13,834
| – | – | 0.31% | 64 |
|
2016
Q4 | $426K | Hold |
13,834
| – | – | 0.3% | 75 |
|
2016
Q3 | $445K | Buy |
13,834
+328
| +2% | +$10.6K | 0.31% | 62 |
|
2016
Q2 | $451K | Buy |
13,506
+1,603
| +13% | +$53.5K | 0.31% | 57 |
|
2016
Q1 | $335K | Buy |
11,903
+975
| +9% | +$27.4K | 0.24% | 68 |
|
2015
Q4 | $335K | Hold |
10,928
| – | – | 0.24% | 69 |
|
2015
Q3 | $326K | Hold |
10,928
| – | – | 0.24% | 67 |
|
2015
Q2 | $348K | Buy |
10,928
+449
| +4% | +$14.3K | 0.23% | 71 |
|
2015
Q1 | $346K | Hold |
10,479
| – | – | 0.23% | 51 |
|
2014
Q4 | $310K | Buy |
10,479
+1,845
| +21% | +$54.6K | 0.21% | 58 |
|
2014
Q3 | $242K | Hold |
8,634
| – | – | 0.2% | 57 |
|
2014
Q2 | $243K | Hold |
8,634
| – | – | 0.17% | 55 |
|
2014
Q1 | $263K | Hold |
8,634
| – | – | 0.21% | 49 |
|
2013
Q4 | $251K | Buy |
8,634
+1,791
| +26% | +$52.1K | 0.17% | 50 |
|
2013
Q3 | $186K | Buy |
6,843
+5,148
| +304% | +$140K | 0.15% | 48 |
|
2013
Q2 | $45K | Buy |
+1,695
| New | +$45K | 0.05% | 78 |
|