TWM
Torch Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.62M | Sell |
41,234
-460
| -1% | -$18K | 0.89% | 41 |
|
|
2019
Q3 | $1.5M | Sell |
41,694
-3,324
| -7% | -$119K | 0.89% | 40 |
|
|
2019
Q2 | $1.95M | Sell |
45,018
-286
| -0.6% | -$12.4K | 1.17% | 31 |
|
|
2019
Q1 | $1.92M | Sell |
45,304
-412
| -0.9% | -$17.5K | 1.19% | 32 |
|
|
2018
Q4 | $2M | Buy |
45,716
+1,000
| +2% | +$43.7K | 1.43% | 24 |
|
|
2018
Q3 | $1.97M | Sell |
44,716
-436
| -1% | -$19.2K | 1.18% | 31 |
|
|
2018
Q2 | $1.64M | Buy |
45,152
+2,500
| +6% | +$90.7K | 1.03% | 37 |
|
|
2018
Q1 | $1.51M | Sell |
42,652
-60
| -0.1% | -$2.13K | 0.98% | 39 |
|
|
2017
Q4 | $1.55M | Buy |
42,712
+2,000
| +5% | +$72.4K | 0.95% | 39 |
|
|
2017
Q3 | $1.45M | Buy |
40,712
+100
| +0.2% | +$3.57K | 0.95% | 41 |
|
|
2017
Q2 | $1.36M | Sell |
40,612
-698
| -2% | -$23.4K | 0.94% | 40 |
|
|
2017
Q1 | $1.41M | Sell |
41,310
-400
| -1% | -$13.7K | 0.94% | 43 |
|
|
2016
Q4 | $1.36M | Buy |
41,710
+32,725
| +364% | +$1.06M | 0.96% | 43 |
|
|
2016
Q3 | $304K | Hold |
8,985
| – | – | 0.22% | 82 |
|
|
2016
Q2 | $316K | Buy |
8,985
+651
| +8% | +$22.9K | 0.23% | 83 |
|
|
2016
Q1 | $247K | Hold |
8,334
| – | – | 0.19% | 82 |
|
|
2015
Q4 | $269K | Hold |
8,334
| – | – | 0.2% | 86 |
|
|
2015
Q3 | $262K | Sell |
8,334
-1,148
| -12% | -$36.1K | 0.2% | 85 |
|
|
2015
Q2 | $318K | Hold |
9,482
| – | – | 0.22% | 83 |
|
|
2015
Q1 | $330K | Hold |
9,482
| – | – | 0.26% | 75 |
|
|
2014
Q4 | $295K | Buy |
9,482
+49
| +0.5% | +$1.52K | 0.23% | 76 |
|
|
2014
Q3 | $279K | Sell |
9,433
-147
| -2% | -$4.35K | 0.2% | 81 |
|
|
2014
Q2 | $284K | Hold |
9,580
| – | – | 0.19% | 81 |
|
|
2014
Q1 | $308K | Sell |
9,580
-24
| -0.2% | -$772 | 0.22% | 77 |
|
|
2013
Q4 | $294K | Buy |
+9,604
| New | +$294K | 0.22% | 77 |
|