Wilson Kemp & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $749K | Sell |
26,696
-17,596
| -40% | -$494K | 6.83% | 2 |
|
2014
Q2 | $1.25M | Sell |
44,292
-16,031
| -27% | -$451K | 4.47% | 2 |
|
2014
Q1 | $1.84M | Sell |
60,323
-20,817
| -26% | -$634K | 4.78% | 2 |
|
2013
Q4 | $2.36M | Buy |
81,140
+8,768
| +12% | +$255K | 4.53% | 3 |
|
2013
Q3 | $1.97M | Sell |
72,372
-49,444
| -41% | -$1.35M | 4.34% | 4 |
|
2013
Q2 | $3.24M | Buy |
+121,816
| New | +$3.24M | 3.1% | 8 |
|