WFG Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.87M | Buy |
58,527
+7,404
| +14% | +$236K | 0.42% | 59 |
|
|
2017
Q1 | $1.66M | Sell |
51,123
-2,063
| -4% | -$66.9K | 0.44% | 53 |
|
|
2016
Q4 | $1.64M | Sell |
53,186
-2,670
| -5% | -$82.3K | 0.4% | 61 |
|
|
2016
Q3 | $1.8M | Buy |
55,856
+192
| +0.3% | +$6.17K | 0.45% | 51 |
|
|
2016
Q2 | $1.86M | Buy |
55,664
+620
| +1% | +$20.7K | 0.5% | 42 |
|
|
2016
Q1 | $1.55M | Sell |
55,044
-5,259
| -9% | -$148K | 0.45% | 48 |
|
|
2015
Q4 | $1.85M | Sell |
60,303
-1,796
| -3% | -$55K | 0.55% | 36 |
|
|
2015
Q3 | $1.85M | Buy |
62,099
+16,027
| +35% | +$478K | 0.58% | 35 |
|
|
2015
Q2 | $1.47M | Buy |
46,072
+25,067
| +119% | +$798K | 0.4% | 51 |
|
|
2015
Q1 | $693K | Sell |
21,005
-22,915
| -52% | -$756K | 0.19% | 121 |
|
|
2014
Q4 | $1.3M | Sell |
43,920
-3,869
| -8% | -$114K | 0.26% | 76 |
|
|
2014
Q3 | $1.34M | Sell |
47,789
-975
| -2% | -$27.4K | 0.26% | 89 |
|
|
2014
Q2 | $1.37M | Buy |
48,764
+182
| +0.4% | +$5.12K | 0.26% | 87 |
|
|
2014
Q1 | $1.48M | Sell |
48,582
-5,796
| -11% | -$177K | 0.3% | 66 |
|
|
2013
Q4 | $1.58M | Buy |
54,378
+956
| +2% | +$27.8K | 0.22% | 108 |
|
|
2013
Q3 | $1.46M | Sell |
53,422
-3,015
| -5% | -$82.2K | 0.23% | 104 |
|
|
2013
Q2 | $1.5M | Buy |
+56,437
| New | +$1.5M | 0.25% | 98 |
|