Peachtree Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $863K | Buy |
20,839
+4,085
| +24% | +$169K | 0.67% | 33 |
|
|
2018
Q3 | $701K | Buy |
16,754
+632
| +4% | +$26.4K | 0.48% | 38 |
|
|
2018
Q2 | $555K | Buy |
16,122
+1,618
| +11% | +$55.7K | 0.4% | 48 |
|
|
2018
Q1 | $488K | Buy |
14,504
+2,993
| +26% | +$101K | 0.37% | 49 |
|
|
2017
Q4 | $396K | Buy |
11,511
+3,136
| +37% | +$108K | 0.3% | 65 |
|
|
2017
Q3 | $284K | Sell |
8,375
-738
| -8% | -$25K | 0.24% | 71 |
|
|
2017
Q2 | $290K | Buy |
9,113
+1,191
| +15% | +$37.9K | 0.25% | 74 |
|
|
2017
Q1 | $257K | Buy |
7,922
+106
| +1% | +$3.44K | 0.24% | 77 |
|
|
2016
Q4 | $241K | Hold |
7,816
| – | – | 0.24% | 85 |
|
|
2016
Q3 | $251K | Hold |
7,816
| – | – | 0.25% | 78 |
|
|
2016
Q2 | $261K | Hold |
7,816
| – | – | 0.27% | 81 |
|
|
2016
Q1 | $220K | Hold |
7,816
| – | – | 0.22% | 85 |
|
|
2015
Q4 | $239K | Buy |
7,816
+910
| +13% | +$27.8K | 0.25% | 85 |
|
|
2015
Q3 | $206K | Sell |
6,906
-651
| -9% | -$19.4K | 0.21% | 100 |
|
|
2015
Q2 | $240K | Buy |
7,557
+7
| +0.1% | +$222 | 0.18% | 109 |
|
|
2015
Q1 | $249K | Sell |
7,550
-1,730
| -19% | -$57.1K | 0.18% | 113 |
|
|
2014
Q4 | $274K | Sell |
9,280
-4,768
| -34% | -$141K | 0.18% | 122 |
|
|
2014
Q3 | $394K | Buy |
14,048
+1,222
| +10% | +$34.3K | 0.26% | 98 |
|
|
2014
Q2 | $361K | Sell |
12,826
-43
| -0.3% | -$1.21K | 0.24% | 98 |
|
|
2014
Q1 | $392K | Sell |
12,869
-356
| -3% | -$10.8K | 0.27% | 93 |
|
|
2013
Q4 | $384K | Buy |
+13,225
| New | +$384K | 0.26% | 95 |
|