Wealthspire Advisors (Maryland)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.27M | Buy |
151,361
+2,919
| +2% | +$102K | 0.19% | 67 |
|
|
2020
Q2 | $4.61M | Sell |
148,442
-10,059
| -6% | -$312K | 0.33% | 49 |
|
|
2020
Q1 | $4.91M | Sell |
158,501
-19,126
| -11% | -$592K | 0.43% | 41 |
|
|
2019
Q4 | $6.6M | Buy |
177,627
+6,106
| +4% | +$227K | 0.44% | 37 |
|
|
2019
Q3 | $5.85M | Sell |
171,521
-8,264
| -5% | -$282K | 0.43% | 41 |
|
|
2019
Q2 | $7.39M | Sell |
179,785
-692
| -0.4% | -$28.4K | 0.55% | 34 |
|
|
2019
Q1 | $7.27M | Sell |
180,477
-10,464
| -5% | -$422K | 0.55% | 35 |
|
|
2018
Q4 | $7.91M | Buy |
190,941
+3,381
| +2% | +$140K | 0.7% | 29 |
|
|
2018
Q3 | $7.84M | Sell |
187,560
-5,619
| -3% | -$235K | 0.65% | 28 |
|
|
2018
Q2 | $6.65M | Sell |
193,179
-2,195
| -1% | -$75.5K | 0.6% | 31 |
|
|
2018
Q1 | $6.58M | Buy |
195,374
+1,883
| +1% | +$63.4K | 0.62% | 30 |
|
|
2017
Q4 | $6.65M | Buy |
193,491
+1,665
| +0.9% | +$57.2K | 0.65% | 27 |
|
|
2017
Q3 | $6.5M | Buy |
191,826
+16,861
| +10% | +$571K | 0.71% | 25 |
|
|
2017
Q2 | $5.58M | Buy |
174,965
+31,069
| +22% | +$990K | 0.66% | 27 |
|
|
2017
Q1 | $4.67M | Buy |
143,896
+9,973
| +7% | +$324K | 0.66% | 25 |
|
|
2016
Q4 | $4.13M | Buy |
133,923
+90
| +0.1% | +$2.77K | 0.62% | 29 |
|
|
2016
Q3 | $4.3M | Sell |
133,833
-1,939
| -1% | -$62.3K | 0.67% | 25 |
|
|
2016
Q2 | $4.54M | Buy |
135,772
+2,871
| +2% | +$95.9K | 0.76% | 23 |
|
|
2016
Q1 | $3.74M | Buy |
132,901
+2,724
| +2% | +$76.6K | 0.66% | 28 |
|
|
2015
Q4 | $3.99M | Buy |
+130,177
| New | +$3.99M | 0.74% | 22 |
|