Private Wealth Advisors (Pennsylvania)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $425K | Sell |
11,557
-571
| -5% | -$21K | 0.24% | 73 |
|
|
2020
Q3 | $422K | Buy |
12,128
+175
| +1% | +$6.09K | 0.27% | 62 |
|
|
2020
Q2 | $371K | Hold |
11,953
| – | – | 0.25% | 69 |
|
|
2020
Q1 | $427K | Sell |
11,953
-1,010
| -8% | -$36.1K | 0.32% | 57 |
|
|
2019
Q4 | $469K | Sell |
12,963
-5,111
| -28% | -$185K | 0.25% | 82 |
|
|
2019
Q3 | $616K | Sell |
18,074
-6,813
| -27% | -$232K | 0.31% | 77 |
|
|
2019
Q2 | $1.02M | Buy |
24,887
+936
| +4% | +$38.5K | 0.36% | 68 |
|
|
2019
Q1 | $965K | Buy |
23,951
+1,292
| +6% | +$52.1K | 0.36% | 69 |
|
|
2018
Q4 | $938K | Buy |
22,659
+915
| +4% | +$37.9K | 0.41% | 63 |
|
|
2018
Q3 | $909K | Buy |
21,744
+32
| +0.1% | +$1.34K | 0.34% | 75 |
|
|
2018
Q2 | $747K | Buy |
21,712
+1,354
| +7% | +$46.6K | 0.3% | 80 |
|
|
2018
Q1 | $685K | Sell |
20,358
-672
| -3% | -$22.6K | 0.27% | 85 |
|
|
2017
Q4 | $723K | Sell |
21,030
-209
| -1% | -$7.19K | 0.28% | 84 |
|
|
2017
Q3 | $719K | Buy |
21,239
+2,404
| +13% | +$81.4K | 0.3% | 83 |
|
|
2017
Q2 | $600K | Buy |
18,835
+4,250
| +29% | +$135K | 0.26% | 88 |
|
|
2017
Q1 | $473K | Buy |
14,585
+2,143
| +17% | +$69.5K | 0.21% | 91 |
|
|
2016
Q4 | $383K | Buy |
12,442
+2,741
| +28% | +$84.4K | 0.18% | 97 |
|
|
2016
Q3 | $312K | Buy |
9,701
+634
| +7% | +$20.4K | 0.15% | 105 |
|
|
2016
Q2 | $303K | Buy |
9,067
+999
| +12% | +$33.4K | 0.15% | 104 |
|
|
2016
Q1 | $227K | Buy |
8,068
+561
| +7% | +$15.8K | 0.12% | 110 |
|
|
2015
Q4 | $230K | Sell |
7,507
-61
| -0.8% | -$1.87K | 0.13% | 105 |
|
|
2015
Q3 | $226K | Sell |
7,568
-270
| -3% | -$8.06K | 0.11% | 126 |
|
|
2015
Q2 | $249K | Buy |
7,838
+322
| +4% | +$10.2K | 0.11% | 126 |
|
|
2015
Q1 | $248K | Sell |
7,516
-695
| -8% | -$22.9K | 0.12% | 124 |
|
|
2014
Q4 | $243K | Buy |
+8,211
| New | +$243K | 0.12% | 117 |
|
|
2014
Q2 | – | Sell |
-6,876
| Closed | -$210K | – | 126 |
|
|
2014
Q1 | $210K | Sell |
6,876
-246
| -3% | -$7.51K | 0.11% | 118 |
|
|
2013
Q4 | $207K | Buy |
+7,122
| New | +$207K | 0.11% | 115 |
|
|
2013
Q3 | – | Sell |
-7,571
| Closed | -$201K | – | 115 |
|
|
2013
Q2 | $201K | Buy |
+7,571
| New | +$201K | 0.13% | 111 |
|