Acima Private Wealth’s Pfizer PFE Stock Holding History

Acima Private Wealth’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337K	Hold	14,009	–	–	0.1%	95
2026 Q1	$393K	Hold	14,009	–	–	0.12%	81
2025 Q4	$349K	Sell	14,009 -533	-4%	-$13.4K	0.11%	95
2025 Q3	$371K	Hold	14,542	–	–	0.12%	94
2025 Q2	$352K	Hold	14,542	–	–	0.12%	93
2025 Q1	$368K	Hold	14,542	–	–	0.13%	85
2024 Q4	$386K	Hold	14,542	–	–	0.13%	90
2024 Q3	$421K	Hold	14,542	–	–	0.14%	85
2024 Q2	$407K	Sell	14,542 -1,193	-8%	-$32.8K	0.15%	83
2024 Q1	$437K	Hold	15,735	–	–	0.16%	87
2023 Q4	$453K	Hold	15,735	–	–	0.18%	84
2023 Q3	$522K	Sell	15,735 -141	-0.9%	-$4.99K	0.23%	81
2023 Q2	$582K	Sell	15,876 -373	-2%	-$14.5K	0.28%	76
2023 Q1	$663K	Hold	16,249	–	–	0.33%	64
2022 Q4	$833K	Hold	16,249	–	–	0.43%	59
2022 Q3	$711K	Hold	16,249	–	–	0.37%	60
2022 Q2	$852K	Hold	16,249	–	–	0.43%	56
2022 Q1	$841K	Hold	16,249	–	–	0.39%	64
2021 Q4	$960K	Hold	16,249	–	–	0.41%	61
2021 Q3	$699K	Hold	16,249	–	–	0.32%	71
2021 Q2	$636K	Hold	16,249	–	–	0.29%	75
2021 Q1	$589K	Hold	16,249	–	–	0.29%	76
2020 Q4	$598K	Sell	16,249 -877	-5%	-$32.2K	0.31%	76
2020 Q3	$596K	Hold	17,126	–	–	0.36%	71
2020 Q2	$531K	Hold	17,126	–	–	0.34%	71
2020 Q1	$530K	Sell	17,126 -633	-4%	-$21.6K	0.41%	64
2019 Q4	$660K	Buy	17,759 +1,687	+10%	+$60.1K	0.46%	56
2019 Q3	$547K	Buy	16,072 +316	+2%	+$11.5K	0.42%	61
2019 Q2	$648K	Hold	15,756	–	–	0.51%	50
2019 Q1	$635K	Buy	15,756 +393	+3%	+$15.7K	0.54%	46
2018 Q4	$636K	Buy	+15,363	New	+$638K	0.62%	37

Other funds holding PFE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM