Wealthfront’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.67M | Buy |
207,245
+5,898
| +3% | +$247K | 0.08% | 41 |
|
|
2018
Q2 | $6.93M | Sell |
201,347
-12,620
| -6% | -$434K | 0.07% | 46 |
|
|
2018
Q1 | $7.21M | Buy |
213,967
+25,864
| +14% | +$871K | 0.07% | 44 |
|
|
2017
Q4 | $6.46M | Buy |
188,103
+22,247
| +13% | +$764K | 0.07% | 45 |
|
|
2017
Q3 | $5.62M | Buy |
165,856
+62,771
| +61% | +$2.13M | 0.07% | 45 |
|
|
2017
Q2 | $3.29M | Sell |
103,085
-14,915
| -13% | -$475K | 0.05% | 65 |
|
|
2017
Q1 | $3.83M | Buy |
118,000
+15,021
| +15% | +$488K | 0.07% | 54 |
|
|
2016
Q4 | $3.17M | Buy |
102,979
+20,551
| +25% | +$633K | 0.07% | 49 |
|
|
2016
Q3 | $2.65M | Buy |
82,428
+970
| +1% | +$31.2K | 0.06% | 61 |
|
|
2016
Q2 | $2.72M | Buy |
81,458
+46,416
| +132% | +$1.55M | 0.08% | 49 |
|
|
2016
Q1 | $985K | Sell |
35,042
-30,243
| -46% | -$850K | 0.03% | 88 |
|
|
2015
Q4 | $2M | Buy |
65,285
+5,303
| +9% | +$162K | 0.07% | 52 |
|
|
2015
Q3 | $1.79M | Buy |
59,982
+5,805
| +11% | +$173K | 0.07% | 55 |
|
|
2015
Q2 | $1.72M | Buy |
54,177
+13,596
| +34% | +$432K | 0.07% | 37 |
|
|
2015
Q1 | $1.34M | Buy |
40,581
+18,308
| +82% | +$604K | 0.06% | 30 |
|
|
2014
Q4 | $658K | Buy |
22,273
+6,591
| +42% | +$195K | 0.04% | 54 |
|
|
2014
Q3 | $440K | Buy |
15,682
+7,213
| +85% | +$202K | 0.03% | 62 |
|
|
2014
Q2 | $245K | Sell |
8,469
-14,217
| -63% | -$411K | 0.02% | 86 |
|
|
2014
Q1 | $688K | Buy |
+22,686
| New | +$688K | 0.09% | 21 |
|