MYCIO Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-58,898
| Closed | -$2.19M | – | 284 |
|
|
2019
Q4 | $2.19M | Sell |
58,898
-474
| -0.8% | -$16.9K | 0.14% | 71 |
|
|
2019
Q3 | $2.02M | Sell |
59,372
-350
| -0.6% | -$12.7K | 0.15% | 62 |
|
|
2019
Q2 | $2.46M | Buy |
59,722
+9,828
| +20% | +$390K | 0.19% | 53 |
|
|
2019
Q1 | $2.01M | Buy |
49,894
+312
| +0.6% | +$12.5K | 0.17% | 56 |
|
|
2018
Q4 | $2.05M | Buy |
49,582
+361
| +0.7% | +$15K | 0.19% | 53 |
|
|
2018
Q3 | $2.06M | Buy |
49,221
+2,444
| +5% | +$94.1K | 0.2% | 51 |
|
|
2018
Q2 | $1.61M | Buy |
46,777
+225
| +0.5% | +$7.69K | 0.17% | 57 |
|
|
2018
Q1 | $1.57M | Buy |
46,552
+80
| +0.2% | +$2.75K | 0.18% | 51 |
|
|
2017
Q4 | $1.6M | Sell |
46,472
-975
| -2% | -$33.2K | 0.17% | 51 |
|
|
2017
Q3 | $1.61M | Sell |
47,447
-524
| -1% | -$16.8K | 0.18% | 55 |
|
|
2017
Q2 | $1.53M | Buy |
47,971
+1,079
| +2% | +$34K | 0.18% | 57 |
|
|
2017
Q1 | $1.52M | Sell |
46,892
-927
| -2% | -$29.2K | 0.19% | 56 |
|
|
2016
Q4 | $1.47M | Buy |
47,819
+2,776
| +6% | +$84.7K | 0.2% | 52 |
|
|
2016
Q3 | $1.45M | Buy |
45,043
+2,396
| +6% | +$80.1K | 0.24% | 39 |
|
|
2016
Q2 | $1.43M | Sell |
42,647
-15,825
| -27% | -$505K | 0.24% | 37 |
|
|
2016
Q1 | $1.64M | Buy |
58,472
+23,230
| +66% | +$664K | 0.29% | 36 |
|
|
2015
Q4 | $1.08M | Buy |
35,242
+1,924
| +6% | +$60.5K | 0.19% | 52 |
|
|
2015
Q3 | $993K | Buy |
33,318
+2,419
| +8% | +$77.6K | 0.2% | 46 |
|
|
2015
Q2 | $983K | Buy |
30,899
+74
| +0.2% | +$2.41K | 0.19% | 53 |
|
|
2015
Q1 | $1.02M | Buy |
30,825
+4,039
| +15% | +$128K | 0.21% | 48 |
|
|
2014
Q4 | $792K | Buy |
26,786
+2,741
| +11% | +$78.6K | 0.17% | 59 |
|
|
2014
Q3 | $675K | Buy |
24,045
+1,056
| +5% | +$29.6K | 0.16% | 60 |
|
|
2014
Q2 | $647K | Buy |
22,989
+142
| +0.6% | +$4.05K | 0.15% | 65 |
|
|
2014
Q1 | $696K | Buy |
22,847
+5
| +0% | +$149 | 0.17% | 59 |
|
|
2013
Q4 | $664K | Buy |
22,842
+1,058
| +5% | +$30.8K | 0.16% | 62 |
|
|
2013
Q3 | $594K | Buy |
21,784
+2,956
| +16% | +$80.4K | 0.16% | 61 |
|
|
2013
Q2 | $500K | Buy |
+18,828
| New | +$520K | 0.14% | 66 |
|
Other funds holding PFE
