TWMP
Taylor Wealth Management Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-51,201
| Closed | -$1.86M | – | 69 |
|
|
2021
Q1 | $1.86M | Sell |
51,201
-81,793
| -62% | -$2.96M | 0.68% | 45 |
|
|
2020
Q4 | $4.9M | Sell |
132,994
-970
| -0.7% | -$35.7K | 1.88% | 19 |
|
|
2020
Q3 | $4.92M | Sell |
133,964
-207
| -0.2% | -$7.6K | 2.25% | 15 |
|
|
2020
Q2 | $4.39M | Buy |
+134,171
| New | +$4.39M | 2.23% | 18 |
|
|
2019
Q1 | – | Sell |
-425
| Closed | -$19K | – | 97 |
|
|
2018
Q4 | $19K | Hold |
425
| – | – | 0.01% | 70 |
|
|
2018
Q3 | $19K | Buy |
425
+120
| +39% | +$5.37K | 0.01% | 87 |
|
|
2018
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 107 |
|
|
2018
Q1 | $11K | Sell |
305
-2,420
| -89% | -$87.3K | 0.01% | 99 |
|
|
2017
Q4 | $99K | Hold |
2,725
| – | – | 0.04% | 81 |
|
|
2017
Q3 | $97K | Hold |
2,725
| – | – | 0.04% | 83 |
|
|
2017
Q2 | $92K | Sell |
2,725
-180
| -6% | -$6.08K | 0.04% | 82 |
|
|
2017
Q1 | $99K | Hold |
2,905
| – | – | 0.04% | 82 |
|
|
2016
Q4 | $94K | Sell |
2,905
-50
| -2% | -$1.62K | 0.04% | 80 |
|
|
2016
Q3 | $100K | Sell |
2,955
-50
| -2% | -$1.69K | 0.04% | 72 |
|
|
2016
Q2 | $106K | Hold |
3,005
| – | – | 0.04% | 66 |
|
|
2016
Q1 | $89K | Buy |
3,005
+450
| +18% | +$13.3K | 0.04% | 65 |
|
|
2015
Q4 | $82K | Buy |
2,555
+105
| +4% | +$3.37K | 0.04% | 66 |
|
|
2015
Q3 | $77K | Sell |
2,450
-650
| -21% | -$20.4K | 0.04% | 65 |
|
|
2015
Q2 | $104K | Buy |
3,100
+2,050
| +195% | +$68.8K | 0.03% | 67 |
|
|
2015
Q1 | $37K | Buy |
+1,050
| New | +$37K | 0.01% | 91 |
|