Patriot Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $10.3M | Sell |
249,560
-7,064
| -3% | -$293K | 1.51% | 20 |
|
|
2018
Q3 | $10.7M | Buy |
256,624
+5,344
| +2% | +$223K | 1.35% | 20 |
|
|
2018
Q2 | $8.65M | Buy |
251,280
+5,779
| +2% | +$199K | 1.19% | 26 |
|
|
2018
Q1 | $8.27M | Buy |
245,501
+5,285
| +2% | +$178K | 1.18% | 26 |
|
|
2017
Q4 | $8.26M | Buy |
240,216
+3,440
| +1% | +$118K | 1.17% | 29 |
|
|
2017
Q3 | $8.02M | Buy |
236,776
+1,008
| +0.4% | +$34.1K | 1.3% | 25 |
|
|
2017
Q2 | $7.51M | Buy |
235,768
+7,475
| +3% | +$238K | 1.26% | 23 |
|
|
2017
Q1 | $7.41M | Buy |
228,293
+4,892
| +2% | +$159K | 1.19% | 28 |
|
|
2016
Q4 | $6.88M | Sell |
223,401
-1,575
| -0.7% | -$48.5K | 1.3% | 28 |
|
|
2016
Q3 | $7.23M | Sell |
224,976
-6,596
| -3% | -$212K | 1.4% | 22 |
|
|
2016
Q2 | $7.74M | Buy |
231,572
+6,081
| +3% | +$203K | 1.53% | 17 |
|
|
2016
Q1 | $6.34M | Buy |
225,491
+3,565
| +2% | +$100K | 1.28% | 28 |
|
|
2015
Q4 | $6.8M | Sell |
221,926
-365
| -0.2% | -$11.2K | 1.41% | 24 |
|
|
2015
Q3 | $6.62M | Buy |
222,291
+7,369
| +3% | +$220K | 1.53% | 20 |
|
|
2015
Q2 | $6.84M | Buy |
214,922
+2,265
| +1% | +$72.1K | 1.52% | 20 |
|
|
2015
Q1 | $7.02M | Buy |
212,657
+6,407
| +3% | +$211K | 1.56% | 20 |
|
|
2014
Q4 | $6.1M | Buy |
206,250
+4,551
| +2% | +$135K | 1.43% | 23 |
|
|
2014
Q3 | $5.66M | Buy |
201,699
+5,365
| +3% | +$151K | 1.4% | 22 |
|
|
2014
Q2 | $5.53M | Buy |
196,334
+1,376
| +0.7% | +$38.8K | 1.4% | 25 |
|
|
2014
Q1 | $5.94M | Buy |
194,958
+3,912
| +2% | +$119K | 1.59% | 21 |
|
|
2013
Q4 | $5.55M | Buy |
+191,046
| New | +$5.55M | 1.53% | 25 |
|