Marietta Wealth Management’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 |
-60,568
| Closed | -$2.23M | – | 117 |
|
|
2020
Q4 | $2.23M | Buy |
60,568
+64
| +0.1% | +$2.36K | 0.61% | 67 |
|
|
2020
Q3 | $2.11M | Buy |
60,504
+45,891
| +314% | +$1.6M | 0.66% | 67 |
|
|
2020
Q2 | $453K | Sell |
14,613
-2,615
| -15% | -$81.1K | 0.15% | 88 |
|
|
2020
Q1 | $534K | Buy |
17,228
+332
| +2% | +$10.3K | 0.21% | 83 |
|
|
2019
Q4 | $628K | Buy |
16,896
+500
| +3% | +$18.6K | 0.21% | 83 |
|
|
2019
Q3 | $559K | Buy |
16,396
+1,731
| +12% | +$59K | 0.2% | 84 |
|
|
2019
Q2 | $603K | Sell |
14,665
-717
| -5% | -$29.5K | 0.23% | 81 |
|
|
2019
Q1 | $620K | Sell |
15,382
-160
| -1% | -$6.45K | 0.25% | 78 |
|
|
2018
Q4 | $644K | Sell |
15,542
-899
| -5% | -$37.3K | 0.31% | 81 |
|
|
2018
Q3 | $687K | Sell |
16,441
-1,228
| -7% | -$51.3K | 0.3% | 82 |
|
|
2018
Q2 | $608K | Buy |
17,669
+1,524
| +9% | +$52.4K | 0.3% | 84 |
|
|
2018
Q1 | $544K | Sell |
16,145
-571
| -3% | -$19.2K | 0.29% | 84 |
|
|
2017
Q4 | $574K | Buy |
16,716
+298
| +2% | +$10.2K | 0.31% | 80 |
|
|
2017
Q3 | $556K | Sell |
16,418
-889
| -5% | -$30.1K | 0.31% | 84 |
|
|
2017
Q2 | $552K | Sell |
17,307
-789
| -4% | -$25.2K | 0.34% | 83 |
|
|
2017
Q1 | $587K | Buy |
18,096
+3,206
| +22% | +$104K | 0.39% | 81 |
|
|
2016
Q4 | $459K | Buy |
+14,890
| New | +$459K | 0.37% | 87 |
|