Birchcreek Wealth Management’s Pfizer PFE Stock Holding History

Birchcreek Wealth 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 Q2	–	Sell	-7,872	Closed	-$218K	–	169
2024 Q1	$218K	Buy	7,872 +793	+11%	+$22K	0.11%	147
2023 Q4	$204K	Sell	7,079 -86	-1%	-$2.6K	0.12%	134
2023 Q3	$238K	Buy	7,165 +1,428	+25%	+$50.5K	0.16%	116
2023 Q2	$210K	Buy	5,737 +158	+3%	+$6.15K	0.15%	124
2023 Q1	$228K	Hold	5,579	–	–	0.18%	115
2022 Q4	$286K	Hold	5,579	–	–	0.25%	99
2022 Q3	$244K	Sell	5,579 -263	-5%	-$12.8K	0.23%	103
2022 Q2	$306K	Buy	5,842 +821	+16%	+$41.8K	0.27%	86
2022 Q1	$260K	Sell	5,021 -329	-6%	-$17.1K	0.23%	97
2021 Q4	$316K	Sell	5,350 -120	-2%	-$5.95K	0.28%	84
2021 Q3	$235K	Hold	5,470	–	–	0.22%	100
2021 Q2	$214K	Buy	+5,470	New	+$213K	0.21%	111
2021 Q1	–	Sell	-5,009	Closed	-$184K	–	238
2020 Q4	$184K	Buy	+5,009	New	+$184K	0.18%	104

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

Norges Bank Oslo, Norway $935B AUM

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

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

Birchcreek Wealth Management's PFE Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,872 shares — an estimated $218K sold.

Birchcreek Wealth Management first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $316K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Birchcreek Wealth Management reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 7,872 Pfizer shares in Q2 2024, an estimated $218K.
Birchcreek Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
Birchcreek Wealth Management's Pfizer position peaked at $316K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.