13F Filings History of Point View Wealth Management, Inc.

Latest 13F report
Q4 2020 - 08 Feb 2021
Value $
$246,464,000
Signature - Title
Claire E Toth - VICE PRESIDENT
Location
Summit, NJ
Summary
This page shows a list of all the recent 13F filings made by Point View Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Point View Wealth Management, Inc. reported 275 stock holdings with total value $246,464,000 as of Q4 2020. Top holdings included MSFT, ASA, DE, PFE, and CVS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 275 $246,464,000 +$11,880,793 -$11,037,812 +$842,981 MSFT, ASA, DE, PFE, CVS 13F-HR 08 Feb 2021, 12:46
Q3 2020 257 $211,590,000 +$5,076,665 -$7,331,617 -$2,254,952 MSFT, ASA, DE, PFE, XOM 13F-HR 06 Nov 2020, 14:18
Q2 2020 258 $208,474,000 +$7,023,809 -$10,164,547 -$3,140,738 MSFT, ASA, XOM, PFE, CVS 13F-HR 29 Jul 2020, 14:54
Q1 2020 251 $182,357,000 +$18,775,376 -$12,017,349 +$6,758,027 MSFT, PFE, XOM, CVS, DE 13F-HR 08 May 2020, 10:25
Q4 2019 278 $240,375,000 +$12,286,497 -$8,248,180 +$4,038,317 MSFT, XOM, TSN, PFE, CVS 13F-HR 06 Feb 2020, 14:59
Q3 2019 272 $220,844,000 +$8,521,744 -$19,898,990 -$11,377,246 MSFT, TSN, XOM, DE, NOC 13F-HR 06 Nov 2019, 15:58
Q2 2019 274 $234,949,000 +$10,066,048 -$5,233,831 +$4,832,217 MSFT, PFE, XOM, TSN, DE 13F-HR 29 Jul 2019, 14:08
Q1 2019 271 $224,930,000 +$7,609,212 -$3,926,632 +$3,682,580 MSFT, XOM, PFE, DE, ELV 13F-HR 06 May 2019, 13:26
Q4 2018 256 $198,253,000 +$15,138,505 -$10,928,003 +$4,210,502 MSFT, PFE, XOM, DE, ELV 13F-HR 07 Feb 2019, 13:45
Q3 2018 270 $224,891,000 +$10,317,578 -$5,046,390 +$5,271,188 MSFT, XOM, PFE, ELV, DE 13F-HR 08 Nov 2018, 10:25
Q2 2018 259 $212,046,000 +$11,138,705 -$7,160,446 +$3,978,259 MSFT, XOM, CVX, TSN, PFE 13F-HR 08 Aug 2018, 13:54
Q1 2018 257 $208,330,000 +$11,797,708 -$10,474,844 +$1,322,864 MSFT, NOC, DE, TSN, XOM 13F-HR 04 May 2018, 15:11
Q4 2017 254 $210,785,000 +$5,019,559 -$13,855,423 -$8,835,864 MSFT, TSN, XOM, DE, NOC 13F-HR 08 Feb 2018, 13:39
Q3 2017 265 $208,263,000 +$10,437,163 -$12,102,023 -$1,664,860 MSFT, XOM, TSN, CVX, NOC 13F-HR 08 Nov 2017, 11:40
Q2 2017 260 $203,110,000 +$12,129,480 -$3,914,981 +$8,214,499 MSFT, XOM, DE, WIW, TSN 13F-HR 07 Aug 2017, 09:44
Q1 2017 256 $193,996,000 +$16,266,400 -$920,221 +$15,346,179 MSFT, WIW, XOM, TSN, PFE 13F-HR 03 May 2017, 16:19
Q4 2016 247 $173,757,000 +$8,862,142 -$8,798,966 +$63,176 MSFT, XOM, WIW, TSN, CVX 13F-HR 07 Feb 2017, 15:51
Q3 2016 237 $168,651,000 +$4,925,533 -$5,514,193 -$588,660 TSN, MSFT, XOM, WIW, CVX 13F-HR 04 Nov 2016, 10:42
Q2 2016 235 $164,932,000 +$7,057,885 -$2,201,602 +$4,856,283 TSN, XOM, WIW, MSFT, PFE 13F-HR 05 Aug 2016, 09:27
Q1 2016 232 $155,351,000 +$17,396,965 -$4,400,268 +$12,996,697 TSN, MSFT, XOM, WIW, CVX 13F-HR 05 May 2016, 14:52
Q4 2015 216 $137,081,000 +$15,187,501 -$4,735,144 +$10,452,357 MSFT, TSN, XOM, PFE, WIW 13F-HR 05 Feb 2016, 13:10
Q3 2015 203 $125,156,000 +$13,435,408 -$4,244,002 +$9,191,406 MSFT, PFE, TSN, WIW, XOM 13F-HR 05 Nov 2015, 12:13
Q2 2015 199 $128,263,000 +$8,289,307 -$8,856,217 -$566,910 PFE, MSFT, ELV, TSN, WIW 13F-HR 28 Jul 2015, 10:58
Q1 2015 193 $129,485,000 +$10,085,545 -$4,235,457 +$5,850,088 PFE, ELV, MSFT, WIW, TSN 13F-HR 05 May 2015, 14:24
Q4 2014 190 $129,173,000 +$11,020,863 -$6,989,636 +$4,031,227 WPPGY, MSFT, PFE, ELV, TSN 13F-HR 06 Feb 2015, 14:45
Q3 2014 186 $117,854,000 +$6,639,025 -$3,304,717 +$3,334,308 MSFT, TSN, V107SC, PFE, WIW 13F-HR 31 Oct 2014, 14:44
Q2 2014 181 $115,371,000 +$5,755,368 -$3,742,368 +$2,013,000 MSFT, TSN, PFE, WIW, XOM 13F-HR 24 Jul 2014, 13:40
Q1 2014 177 $109,828,000 +$6,491,128 -$4,779,869 +$1,711,259 TSN, MSFT, PFE, XOM, WDC 13F-HR 08 May 2014, 15:49
Q4 2013 177 $105,343,000 $0 $0 $0 MSFT, XOM, TSN, PFE, WDC 13F-HR 24 Jan 2014, 09:56