Stevens First Principles Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $987K | Buy |
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|
2017
Q1 | $978K | Buy |
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|
2016
Q4 | $889K | Buy |
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|
2016
Q3 | $809K | Buy |
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|
2016
Q2 | $732K | Buy |
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|
2016
Q1 | $544K | Sell |
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|
2015
Q4 | $674K | Hold |
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|
2015
Q3 | $656K | Hold |
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|
2015
Q2 | $700K | Sell |
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|
2015
Q1 | $976K | Hold |
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|
2014
Q4 | $874K | Sell |
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|
2014
Q3 | $878K | Sell |
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|
2014
Q2 | $895K | Hold |
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|
2014
Q1 | $969K | Buy |
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|
2013
Q4 | $919K | Sell |
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|
2013
Q3 | $863K | Hold |
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|
2013
Q2 | $841K | Buy |
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