WIM
Wittenberg Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,308
| Closed | -$271K | – | 76 |
|
|
2020
Q1 | $271K | Sell |
8,308
-910
| -10% | -$29.7K | 0.15% | 56 |
|
|
2019
Q4 | $361K | Sell |
9,218
-455
| -5% | -$17.8K | 0.14% | 58 |
|
|
2019
Q3 | $348K | Sell |
9,673
-455
| -4% | -$16.4K | 0.15% | 57 |
|
|
2019
Q2 | $439K | Sell |
10,128
-807
| -7% | -$35K | 0.19% | 57 |
|
|
2019
Q1 | $464K | Hold |
10,935
| – | – | 0.2% | 57 |
|
|
2018
Q4 | $477K | Sell |
10,935
-751
| -6% | -$32.8K | 0.22% | 54 |
|
|
2018
Q3 | $515K | Sell |
11,686
-303
| -3% | -$13.4K | 0.21% | 53 |
|
|
2018
Q2 | $435K | Hold |
11,989
| – | – | 0.18% | 55 |
|
|
2018
Q1 | $425K | Sell |
11,989
-1,000
| -8% | -$35.4K | 0.18% | 56 |
|
|
2017
Q4 | $470K | Sell |
12,989
-152
| -1% | -$5.5K | 0.2% | 52 |
|
|
2017
Q3 | $469K | Sell |
13,141
-609
| -4% | -$21.7K | 0.2% | 54 |
|
|
2017
Q2 | $462K | Buy |
13,750
+230
| +2% | +$7.73K | 0.21% | 54 |
|
|
2017
Q1 | $463K | Hold |
13,520
| – | – | 0.22% | 51 |
|
|
2016
Q4 | $439K | Buy |
+13,520
| New | +$439K | 0.2% | 58 |
|