Wealthstreet Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6K | Hold |
113
| – | – | 0.16% | 64 |
|
|
2021
Q4 | $7K | Hold |
113
| – | – | 0.17% | 62 |
|
|
2021
Q3 | $5K | Sell |
113
-309
| -73% | -$13.7K | 0.14% | 64 |
|
|
2021
Q2 | $16K | Sell |
422
-134,263
| -100% | -$5.09M | 0.08% | 70 |
|
|
2021
Q1 | $4.88M | Sell |
134,685
-668
| -0.5% | -$24.2K | 0.48% | 51 |
|
|
2020
Q4 | $4.98M | Sell |
135,353
-5,828
| -4% | -$215K | 0.5% | 50 |
|
|
2020
Q3 | $4.92M | Buy |
141,181
+2,319
| +2% | +$80.7K | 0.55% | 45 |
|
|
2020
Q2 | $4.31M | Buy |
138,862
+8,326
| +6% | +$258K | 0.53% | 47 |
|
|
2020
Q1 | $4.04M | Buy |
130,536
+153
| +0.1% | +$4.74K | 0.6% | 45 |
|
|
2019
Q4 | $4.85M | Hold |
130,383
| – | – | 0.57% | 47 |
|
|
2019
Q3 | $4.73M | Sell |
130,383
-6,746
| -5% | -$245K | 0.6% | 46 |
|
|
2019
Q2 | $5.64M | Sell |
137,129
-11,222
| -8% | -$461K | 0.73% | 36 |
|
|
2019
Q1 | $5.98M | Sell |
148,351
-3,934
| -3% | -$159K | 0.79% | 36 |
|
|
2018
Q4 | $5.71M | Sell |
152,285
-2,899
| -2% | -$109K | 0.8% | 34 |
|
|
2018
Q3 | $6.49M | Sell |
155,184
-215
| -0.1% | -$8.99K | 0.8% | 32 |
|
|
2018
Q2 | $5.35M | Sell |
155,399
-2,522
| -2% | -$86.8K | 0.71% | 37 |
|
|
2018
Q1 | $5.32M | Buy |
157,921
+2,621
| +2% | +$88.3K | 0.67% | 35 |
|
|
2017
Q4 | $5.34M | Buy |
+155,300
| New | +$5.34M | 0.65% | 36 |
|