Wunderlich Capital Managemnt’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-45,067
| Closed | -$1.4M | – | 79 |
|
|
2020
Q1 | $1.4M | Sell |
45,067
-853
| -2% | -$26.4K | 1.15% | 38 |
|
|
2019
Q4 | $1.71M | Sell |
45,920
-196
| -0.4% | -$7.29K | 1.08% | 52 |
|
|
2019
Q3 | $1.57M | Sell |
46,116
-277
| -0.6% | -$9.44K | 1.08% | 48 |
|
|
2019
Q2 | $1.91M | Buy |
46,393
+1,339
| +3% | +$55K | 1.27% | 36 |
|
|
2019
Q1 | $1.82M | Buy |
45,054
+828
| +2% | +$33.4K | 1.27% | 35 |
|
|
2018
Q4 | $1.83M | Sell |
44,226
-153
| -0.3% | -$6.34K | 1.41% | 19 |
|
|
2018
Q3 | $1.86M | Sell |
44,379
-2,088
| -4% | -$87.3K | 1.32% | 31 |
|
|
2018
Q2 | $1.6M | Buy |
46,467
+703
| +2% | +$24.2K | 1.11% | 50 |
|
|
2018
Q1 | $1.54M | Buy |
45,764
+235
| +0.5% | +$7.91K | 1.06% | 43 |
|
|
2017
Q4 | $1.57M | Buy |
45,529
+1,453
| +3% | +$49.9K | 1.08% | 48 |
|
|
2017
Q3 | $1.49M | Sell |
44,076
-75
| -0.2% | -$2.54K | 1.11% | 46 |
|
|
2017
Q2 | $1.41M | Sell |
44,151
-371
| -0.8% | -$11.8K | 1.05% | 49 |
|
|
2017
Q1 | $1.45M | Buy |
44,522
+759
| +2% | +$24.6K | 1.13% | 45 |
|
|
2016
Q4 | $1.35M | Buy |
43,763
+147
| +0.3% | +$4.53K | 1.1% | 53 |
|
|
2016
Q3 | $1.4M | Buy |
43,616
+885
| +2% | +$28.4K | 1.12% | 47 |
|
|
2016
Q2 | $1.43M | Buy |
42,731
+654
| +2% | +$21.8K | 1.21% | 36 |
|
|
2016
Q1 | $1.18M | Buy |
42,077
+935
| +2% | +$26.3K | 1.02% | 61 |
|
|
2015
Q4 | $1.26M | Buy |
+41,142
| New | +$1.26M | 1.08% | 48 |
|