Adamsbrown Wealth Consultants’s Pfizer PFE Stock Holding History

Adamsbrown Wealth Consultants’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
2023 Q4	–	Sell	-7,313	Closed	-$243K	–	85
2023 Q3	$243K	Sell	7,313 -54	-0.7%	-$1.91K	0.12%	67
2023 Q2	$270K	Buy	7,367 +77	+1%	+$3K	0.14%	62
2023 Q1	$297K	Buy	7,290 +291	+4%	+$12.6K	0.17%	54
2022 Q4	$359K	Sell	6,999 -1,204	-15%	-$57.7K	0.22%	51
2022 Q3	$359K	Buy	8,203 +750	+10%	+$36.4K	0.27%	49
2022 Q2	$391K	Buy	7,453 +40	+0.5%	+$2.04K	0.31%	48
2022 Q1	$384K	Buy	7,413 +639	+9%	+$33.2K	0.3%	59
2021 Q4	$400K	Buy	+6,774	New	+$336K	0.36%	46

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adamsbrown Wealth Consultants's PFE Position: Q4 2023 in Review

Adamsbrown Wealth Consultants sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,313 shares — an estimated $243K sold.

Adamsbrown Wealth Consultants first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $400K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Adamsbrown Wealth Consultants reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 7,313 Pfizer shares in Q4 2023, an estimated $243K.
Adamsbrown Wealth Consultants first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Adamsbrown Wealth Consultants's Pfizer position peaked at $400K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Adamsbrown Wealth Consultants's 13F filing for Q4 2023, filed 29 Jan 2024.