SFM
Signature Financial Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $920K | Sell |
21,089
-49,937
| -70% | -$2.18M | 0.22% | 49 |
|
|
2018
Q3 | $3.13M | Sell |
71,026
-112
| -0.2% | -$4.94K | 0.55% | 30 |
|
|
2018
Q2 | $2.58M | Sell |
71,138
-7,205
| -9% | -$261K | 0.55% | 32 |
|
|
2018
Q1 | $2.78M | Buy |
78,343
+53,255
| +212% | +$1.89M | 0.58% | 31 |
|
|
2017
Q4 | $908K | Sell |
25,088
-8,910
| -26% | -$322K | 0.25% | 49 |
|
|
2017
Q3 | $1.11M | Buy |
33,998
+3,301
| +11% | +$108K | 0.34% | 46 |
|
|
2017
Q2 | $1.03M | Buy |
30,697
+5,774
| +23% | +$194K | 0.32% | 48 |
|
|
2017
Q1 | $852K | Sell |
24,923
-122
| -0.5% | -$4.17K | 0.27% | 53 |
|
|
2016
Q4 | $812K | Sell |
25,045
-1,294
| -5% | -$42K | 0.31% | 54 |
|
|
2016
Q3 | $894K | Buy |
26,339
+389
| +1% | +$13.2K | 0.36% | 47 |
|
|
2016
Q2 | $915K | Buy |
25,950
+1,314
| +5% | +$46.3K | 0.43% | 39 |
|
|
2016
Q1 | $731K | Sell |
24,636
-1,421
| -5% | -$42.2K | 0.36% | 49 |
|
|
2015
Q4 | $842K | Sell |
26,057
-984
| -4% | -$31.8K | 0.41% | 38 |
|
|
2015
Q3 | $847K | Buy |
27,041
+17,948
| +197% | +$562K | 0.52% | 37 |
|
|
2015
Q2 | $305K | Buy |
9,093
+2,748
| +43% | +$92.2K | 0.2% | 66 |
|
|
2015
Q1 | $220K | Buy |
+6,345
| New | +$220K | 0.14% | 83 |
|
|
2014
Q4 | – | Sell |
-11,323
| Closed | -$334K | – | 94 |
|
|
2014
Q3 | $334K | Buy |
+11,323
| New | +$334K | 0.24% | 52 |
|