Wellesley Investment Partners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$900K Sell
2020
Q2
$875K Sell
2020
Q1
$987K Sell
2019
Q4
$1.23M Buy
2019
Q3
$1.12M Buy
2019
Q2
$1.18M Sell
2019
Q1
$1.44M Buy
2018
Q4
$1.47M Sell
2018
Q3
$1.56M Buy
2018
Q2
$1.24M Buy
2018
Q1
$1.18M Buy
2017
Q4
$1.16M Buy
2017
Q3
$1.06M Buy
2017
Q2
$988K Buy
2017
Q1
$979K Buy
2016
Q4
$855K Buy
2016
Q3
$744K Sell
2016
Q2
$805K Sell
2016
Q1
$685K Buy
2015
Q4
$631K Buy