MWAC
Mariner Wealth Advisors (Cincinnati)’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.09M | Buy |
183,481
+6,378
| +4% | +$281K | 0.45% | 61 |
|
|
2018
Q2 | $6.43M | Sell |
177,103
-11,093
| -6% | -$402K | 0.38% | 65 |
|
|
2018
Q1 | $6.68M | Buy |
188,196
+15,568
| +9% | +$553K | 0.41% | 57 |
|
|
2017
Q4 | $6.25M | Buy |
172,628
+5,009
| +3% | +$181K | 0.38% | 65 |
|
|
2017
Q3 | $5.98M | Buy |
167,619
+10,418
| +7% | +$372K | 0.39% | 62 |
|
|
2017
Q2 | $5.28M | Sell |
157,201
-4,601
| -3% | -$155K | 0.37% | 65 |
|
|
2017
Q1 | $5.54M | Buy |
161,802
+21,891
| +16% | +$749K | 0.4% | 64 |
|
|
2016
Q4 | $4.54M | Buy |
139,911
+3,821
| +3% | +$124K | 0.35% | 69 |
|
|
2016
Q3 | $4.61M | Buy |
136,090
+4,127
| +3% | +$140K | 0.39% | 65 |
|
|
2016
Q2 | $4.65M | Buy |
131,963
+6,991
| +6% | +$246K | 0.42% | 65 |
|
|
2016
Q1 | $3.7M | Buy |
124,972
+29,925
| +31% | +$887K | 0.36% | 65 |
|
|
2015
Q4 | $3.07M | Buy |
+95,047
| New | +$3.07M | 0.3% | 68 |
|
|
2015
Q1 | $1.06M | Sell |
30,445
-9,664
| -24% | -$336K | 0.15% | 75 |
|
|
2014
Q4 | $1.25M | Buy |
40,109
+16,146
| +67% | +$503K | 0.18% | 67 |
|
|
2014
Q3 | $709K | Buy |
23,963
+1,839
| +8% | +$54.4K | 0.11% | 79 |
|
|
2014
Q2 | $657K | Buy |
22,124
+170
| +0.8% | +$5.05K | 0.1% | 77 |
|
|
2014
Q1 | $705K | Buy |
21,954
+1,573
| +8% | +$50.5K | 0.11% | 75 |
|
|
2013
Q4 | $624K | Buy |
20,381
+4,011
| +25% | +$123K | 0.1% | 80 |
|
|
2013
Q3 | $470K | Buy |
16,370
+884
| +6% | +$25.4K | 0.09% | 85 |
|
|
2013
Q2 | $434K | Buy |
+15,486
| New | +$434K | 0.09% | 83 |
|