Windsor Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$3.97M Sell
124,560
-268
-0.2% -$8.54K 1.85% 29
2017
Q1
$4.05M Sell
124,828
-9,448
-7% -$307K 1.86% 29
2016
Q4
$4.14M Buy
134,276
+78
+0.1% +$2.4K 1.96% 24
2016
Q3
$4.31M Sell
134,198
-4,893
-4% -$157K 2.02% 23
2016
Q2
$4.65M Sell
139,091
-1,390
-1% -$46.4K 2.12% 20
2016
Q1
$3.95M Buy
140,481
+8,718
+7% +$245K 1.81% 30
2015
Q4
$4.04M Sell
131,763
-5,338
-4% -$163K 1.96% 23
2015
Q3
$4.09M Sell
137,101
-3,889
-3% -$116K 1.97% 25
2015
Q2
$4.49M Buy
140,990
+1,828
+1% +$58.2K 1.93% 24
2015
Q1
$4.59M Buy
139,162
+12,495
+10% +$412K 2.06% 18
2014
Q4
$3.74M Buy
126,667
+4,275
+3% +$126K 1.78% 28
2014
Q3
$3.43M Buy
122,392
+8,263
+7% +$232K 1.65% 31
2014
Q2
$3.21M Buy
114,129
+1,418
+1% +$39.9K 1.57% 32
2014
Q1
$3.44M Sell
112,711
-837
-0.7% -$25.5K 1.74% 25
2013
Q4
$3.3M Sell
113,548
-1,024
-0.9% -$29.8K 1.83% 21
2013
Q3
$3.12M Buy
114,572
+3,958
+4% +$108K 1.88% 22
2013
Q2
$2.94M Buy
+110,614
New +$2.94M 1.86% 24