Wealthcare Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,646
| Closed | -$238K | – | 73 |
|
|
2022
Q4 | $238K | Buy |
+4,646
| New | +$223K | 0.03% | 68 |
|
|
2022
Q2 | – | Sell |
-4,297
| Closed | -$222K | – | 75 |
|
|
2022
Q1 | $222K | Buy |
+4,297
| New | +$223K | 0.02% | 75 |
|
|
2021
Q2 | – | Sell |
-2,309
| Closed | -$84K | – | 505 |
|
|
2021
Q1 | $84K | Buy |
+2,309
| New | +$82K | 0.01% | 108 |
|
|
2020
Q2 | – | Sell |
-842
| Closed | -$26K | – | 191 |
|
|
2020
Q1 | $26K | Sell |
842
-285
| -25% | -$9.71K | ﹤0.01% | 121 |
|
|
2019
Q4 | $42K | Buy |
1,127
+428
| +61% | +$15.2K | 0.01% | 115 |
|
|
2019
Q3 | $24K | Hold |
699
| – | – | ﹤0.01% | 126 |
|
|
2019
Q2 | $29K | Hold |
699
| – | – | ﹤0.01% | 108 |
|
|
2019
Q1 | $28K | Hold |
699
| – | – | ﹤0.01% | 119 |
|
|
2018
Q4 | $29K | Hold |
699
| – | – | ﹤0.01% | 113 |
|
|
2018
Q3 | $29K | Hold |
699
| – | – | ﹤0.01% | 112 |
|
|
2018
Q2 | $24K | Hold |
699
| – | – | ﹤0.01% | 117 |
|
|
2018
Q1 | $24K | Sell |
699
-105
| -13% | -$3.61K | ﹤0.01% | 108 |
|
|
2017
Q4 | $28K | Buy |
804
+105
| +15% | +$3.58K | ﹤0.01% | 102 |
|
|
2017
Q3 | $24K | Hold |
699
| – | – | ﹤0.01% | 105 |
|
|
2017
Q2 | $22K | Sell |
699
-30
| -4% | -$946 | ﹤0.01% | 104 |
|
|
2017
Q1 | $24K | Buy |
729
+316
| +77% | +$9.96K | ﹤0.01% | 103 |
|
|
2016
Q4 | $13K | Sell |
413
-9
| -2% | -$275 | ﹤0.01% | 114 |
|
|
2016
Q3 | $14K | Hold |
422
| – | – | ﹤0.01% | 115 |
|
|
2016
Q2 | $14K | Hold |
422
| – | – | ﹤0.01% | 112 |
|
|
2016
Q1 | $12K | Sell |
422
-363
| -46% | -$10.4K | ﹤0.01% | 125 |
|
|
2015
Q4 | $24K | Sell |
785
-459
| -37% | -$14.4K | ﹤0.01% | 111 |
|
|
2015
Q3 | $37K | Sell |
1,244
-560
| -31% | -$18K | ﹤0.01% | 103 |
|
|
2015
Q2 | $57K | Sell |
1,804
-5,904
| -77% | -$192K | 0.01% | 98 |
|
|
2015
Q1 | $254K | Buy |
7,708
+6,583
| +585% | +$209K | 0.03% | 89 |
|
|
2014
Q4 | $33K | Buy |
1,125
+31
| +3% | +$889 | ﹤0.01% | 96 |
|
|
2014
Q3 | $31K | Hold |
1,094
| – | – | ﹤0.01% | 97 |
|
|
2014
Q2 | $31K | Buy |
1,094
+151
| +16% | +$4.3K | ﹤0.01% | 93 |
|
|
2014
Q1 | $29K | Buy |
943
+585
| +163% | +$17.4K | ﹤0.01% | 93 |
|
|
2013
Q4 | $10K | Buy |
358
+3
| +0.8% | +$87 | ﹤0.01% | 81 |
|
|
2013
Q3 | $10K | Sell |
355
-95
| -21% | -$2.58K | ﹤0.01% | 77 |
|
|
2013
Q2 | $12K | Buy |
+450
| New | +$12.4K | ﹤0.01% | 77 |
|
Other funds holding PFE
Wealthcare Capital Management's PFE Position: Q1 2023 in Review
Wealthcare Capital Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,646 shares — an estimated $238K sold.
Wealthcare Capital Management first reported a position in PFE in Q2 2013 and held it in 31 quarters. The position peaked at $254K in Q1 2015. 3,105 funds tracked by Wall St. Rank hold PFE as of Q1 2023.
- Wealthcare Capital Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
- Wealthcare Capital Management sold 4,646 Pfizer shares in Q1 2023, an estimated $238K.
- Wealthcare Capital Management first reported a position in Pfizer in Q2 2013 and held it in 31 quarters.
- Wealthcare Capital Management's Pfizer position peaked at $254K in Q1 2015.
- 3,105 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.
Based on Wealthcare Capital Management's 13F filing for Q1 2023, filed 4 May 2023.