Bernardo Wealth Planning’s Pfizer PFE Stock Holding History

Bernardo Wealth Planning’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 Q3	–	Sell	-7,291	Closed	-$267K	–	91
2023 Q2	$267K	Buy	7,291 +85	+1%	+$3.31K	0.11%	68
2023 Q1	$294K	Buy	7,206 +105	+1%	+$4.54K	0.13%	69
2022 Q4	$364K	Buy	7,101 +62	+0.9%	+$2.97K	0.17%	59
2022 Q3	$316K	Sell	7,039 -1,416	-17%	-$68.8K	0.18%	61
2022 Q2	$443K	Sell	8,455 -42	-0.5%	-$2.14K	0.25%	50
2022 Q1	$439K	Buy	8,497 +3,833	+82%	+$199K	0.22%	53
2021 Q4	$275K	Buy	+4,664	New	+$231K	0.13%	67
2021 Q1	–	Sell	-18,593	Closed	-$684K	–	127
2020 Q4	$684K	Sell	18,593 -196	-1%	-$7.19K	0.26%	78
2020 Q3	$654K	Sell	18,789 -204	-1%	-$7.15K	0.29%	72
2020 Q2	$589K	Sell	18,993 -363	-2%	-$12.3K	0.32%	63
2020 Q1	$599K	Sell	19,356 -90	-0.5%	-$3.07K	0.42%	61
2019 Q4	$722K	Buy	19,446 +97	+0.5%	+$3.46K	0.44%	50
2019 Q3	$659K	Buy	19,349 +434	+2%	+$15.8K	0.48%	47
2019 Q2	$777K	Buy	18,915 +235	+1%	+$9.33K	0.61%	39
2019 Q1	$753K	Buy	18,680 +2,175	+13%	+$87.1K	0.6%	43
2018 Q4	$684K	Buy	+16,505	New	+$685K	0.6%	41

Other funds holding PFE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Capital World Investors

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

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return