Berkshire Money Management’s Pfizer PFE Stock Holding History

Berkshire Money Management’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
2024 Q1	–	Sell	-21,255	Closed	-$612K	–	85
2023 Q4	$612K	Sell	21,255 -1,008	-5%	-$30.5K	0.08%	36
2023 Q3	$738K	Buy	22,263 +750	+3%	+$26.5K	0.11%	36
2023 Q2	$789K	Buy	21,513 +374	+2%	+$14.6K	0.11%	40
2023 Q1	$862K	Hold	21,139	–	–	0.13%	39
2022 Q4	$1.08M	Buy	21,139 +10,809	+105%	+$518K	0.17%	35
2022 Q3	$452K	Buy	10,330 +70	+0.7%	+$3.4K	0.08%	41
2022 Q2	$538K	Sell	10,260 -62	-0.6%	-$3.16K	0.09%	43
2022 Q1	$534K	Buy	+10,322	New	+$536K	0.08%	28

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Berkshire Money Management's PFE Position: Q1 2024 in Review

Berkshire Money Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 21,255 shares — an estimated $612K sold.

Berkshire Money Management first reported a position in PFE in Q1 2022 and held it in 8 quarters. The position peaked at $1.08M in Q4 2022. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Berkshire Money Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Berkshire Money Management sold 21,255 Pfizer shares in Q1 2024, an estimated $612K.
Berkshire Money Management first reported a position in Pfizer in Q1 2022 and held it in 8 quarters.
Berkshire Money Management's Pfizer position peaked at $1.08M in Q4 2022.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Berkshire Money Management's 13F filing for Q1 2024, filed 8 May 2024.