Pinnacle Advisory Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$650K Buy
17,939
+8,571
+91% +$304K 0.03% 137
2020
Q4
$345K Buy
9,368
+2,334
+33% +$85.6K 0.02% 149
2020
Q3
$245K Buy
+7,034
New +$247K 0.02% 160
2020
Q1
Sell
-6,907
Closed -$257K 165
2019
Q4
$257K Buy
6,907
+169
+3% +$6.02K 0.02% 152
2019
Q3
$230K Buy
6,738
+223
+3% +$8.11K 0.02% 150
2019
Q2
$268K Sell
6,515
-1,682
-21% -$66.8K 0.02% 148
2019
Q1
$330K Sell
8,197
-4,855
-37% -$194K 0.02% 127
2018
Q4
$541K Buy
13,052
+8
+0.1% +$332 0.04% 104
2018
Q3
$545K Buy
13,044
+2,300
+21% +$88.5K 0.04% 107
2018
Q2
$370K Sell
10,744
-2,644
-20% -$90.4K 0.02% 113
2018
Q1
$451K Buy
13,388
+2,133
+19% +$73.3K 0.03% 128
2017
Q4
$387K Buy
11,255
+1,513
+16% +$51.6K 0.02% 160
2017
Q3
$330K Sell
9,742
-2,863
-23% -$92K 0.02% 153
2017
Q2
$402K Buy
12,605
+120
+1% +$3.78K 0.03% 131
2017
Q1
$405K Sell
12,485
-4,600
-27% -$145K 0.03% 132
2016
Q4
$526K Buy
17,085
+7,425
+77% +$227K 0.04% 103
2016
Q3
$303K Sell
9,660
-221
-2% -$7.39K 0.03% 96
2016
Q2
$330K Buy
9,881
+2,401
+32% +$76.6K 0.03% 96
2016
Q1
$210K Sell
7,480
-2,492
-25% -$71.2K 0.02% 108
2015
Q4
$305K Buy
9,972
+2,127
+27% +$66.9K 0.03% 78
2015
Q3
$233K Buy
7,845
+857
+12% +$27.5K 0.02% 94
2015
Q2
$222K Sell
6,988
-3,788
-35% -$123K 0.02% 90
2015
Q1
$355K Hold
10,776
0.03% 98
2014
Q4
$318K Sell
10,776
-1,168
-10% -$33.5K 0.03% 100
2014
Q3
$335K Buy
11,944
+1,054
+10% +$29.6K 0.04% 81
2014
Q2
$306K Buy
10,890
+200
+2% +$5.7K 0.04% 91
2014
Q1
$326K Buy
10,690
+49
+0.5% +$1.46K 0.03% 77
2013
Q4
$309K Buy
10,641
+509
+5% +$14.8K 0.04% 64
2013
Q3
$276K Buy
10,132
+829
+9% +$22.6K 0.03% 75
2013
Q2
$247K Buy
+9,303
New +$257K 0.03% 68

Other funds holding PFE

Pinnacle Advisory Group's PFE Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Pfizer (PFE) stake by 91% in Q1 2021, buying an estimated $304K and bringing the position to 17,939 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #137.

Pinnacle Advisory Group first reported a position in PFE in Q2 2013 and has held it in 30 quarters since. 2,676 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

  • Pinnacle Advisory Group held 17,939 shares of Pfizer worth $650K as of Q1 2021.
  • Pinnacle Advisory Group bought 8,571 Pfizer shares in Q1 2021, an estimated $304K.
  • Pfizer made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #137 holding.
  • Pinnacle Advisory Group first reported a position in Pfizer in Q2 2013 and has held it in 30 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.