SWM
SVA Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.39M | Sell |
91,973
-6,148
| -6% | -$226K | 0.3% | 65 |
|
|
2020
Q3 | $3.6M | Sell |
98,121
-63,409
| -39% | -$2.33M | 0.36% | 60 |
|
|
2020
Q2 | $5.28M | Buy |
161,530
+557
| +0.3% | +$18.2K | 0.56% | 43 |
|
|
2020
Q1 | $5.25M | Buy |
160,973
+4,162
| +3% | +$136K | 0.6% | 35 |
|
|
2019
Q4 | $6.14M | Sell |
156,811
-10,986
| -7% | -$430K | 0.56% | 39 |
|
|
2019
Q3 | $6.03M | Sell |
167,797
-4,117
| -2% | -$148K | 0.59% | 38 |
|
|
2019
Q2 | $7.45M | Sell |
171,914
-2,685
| -2% | -$116K | 0.73% | 24 |
|
|
2019
Q1 | $7.42M | Buy |
174,599
+3,552
| +2% | +$151K | 0.72% | 32 |
|
|
2018
Q4 | $7.47M | Sell |
171,047
-656
| -0.4% | -$28.6K | 0.84% | 24 |
|
|
2018
Q3 | $7.57M | Buy |
171,703
+93
| +0.1% | +$4.1K | 0.77% | 31 |
|
|
2018
Q2 | $6.23M | Buy |
171,610
+6,008
| +4% | +$218K | 0.67% | 40 |
|
|
2018
Q1 | $5.91M | Sell |
165,602
-718
| -0.4% | -$25.6K | 0.73% | 40 |
|
|
2017
Q4 | $6.02M | Buy |
166,320
+718
| +0.4% | +$26K | 0.71% | 42 |
|
|
2017
Q3 | $5.91M | Buy |
165,602
+7,529
| +5% | +$269K | 0.73% | 40 |
|
|
2017
Q2 | $5.31M | Buy |
158,073
+13,946
| +10% | +$468K | 0.69% | 45 |
|
|
2017
Q1 | $4.93M | Buy |
144,127
+20,835
| +17% | +$713K | 0.67% | 47 |
|
|
2016
Q4 | $4.01M | Buy |
123,292
+17,226
| +16% | +$560K | 0.6% | 53 |
|
|
2016
Q3 | $3.59M | Buy |
106,066
+10,108
| +11% | +$342K | 0.56% | 57 |
|
|
2016
Q2 | $3.38M | Buy |
95,958
+548
| +0.6% | +$19.3K | 0.55% | 58 |
|
|
2016
Q1 | $2.83M | Buy |
95,410
+30,342
| +47% | +$899K | 0.47% | 65 |
|
|
2015
Q4 | $2.1M | Buy |
65,068
+6,691
| +11% | +$216K | 0.36% | 81 |
|
|
2015
Q3 | $1.83M | Buy |
58,377
+2,949
| +5% | +$92.6K | 0.34% | 80 |
|
|
2015
Q2 | $1.86M | Buy |
55,428
+1,885
| +4% | +$63.2K | 0.34% | 81 |
|
|
2015
Q1 | $1.86M | Buy |
53,543
+8,319
| +18% | +$289K | 0.34% | 83 |
|
|
2014
Q4 | $1.41M | Buy |
45,224
+2,964
| +7% | +$92.3K | 0.51% | 45 |
|
|
2014
Q3 | $1.25M | Buy |
42,260
+1,458
| +4% | +$43.1K | 0.53% | 47 |
|
|
2014
Q2 | $1.21M | Buy |
40,802
+1,929
| +5% | +$57.3K | 0.52% | 49 |
|
|
2014
Q1 | $1.25M | Buy |
38,873
+5,715
| +17% | +$184K | 0.59% | 45 |
|
|
2013
Q4 | $1.02M | Buy |
+33,158
| New | +$1.02M | 0.61% | 46 |
|