Buck Wealth Strategies’s Pfizer PFE Stock Holding History

Buck Wealth Strategies’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	-295,419	Closed	-$8.2M	–	101
2024 Q1	$8.2M	Buy	295,419 +274,948	+1,343%	+$7.63M	2.82%	9
2023 Q4	$589K	Sell	20,471 -148,364	-88%	-$4.48M	0.22%	45
2023 Q3	$5.6M	Buy	168,835 +35,816	+27%	+$1.27M	2.25%	20
2023 Q2	$4.88M	Buy	133,019 +13,927	+12%	+$542K	2.12%	27
2023 Q1	$4.86M	Buy	+119,092	New	+$5.14M	2.37%	21
2022 Q3	$5.14M	Buy	+154,930	New	+$7.53M	2.4%	20

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

Buck Wealth Strategies's PFE Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Pfizer (PFE) in Q2 2024, closing a stake of 295,419 shares — an estimated $8.2M sold.

Buck Wealth Strategies first reported a position in PFE in Q3 2022 and held it in 6 quarters. The position peaked at $8.2M in Q1 2024. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Buck Wealth Strategies reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Buck Wealth Strategies sold 295,419 Pfizer shares in Q2 2024, an estimated $8.2M.
Buck Wealth Strategies first reported a position in Pfizer in Q3 2022 and held it in 6 quarters.
Buck Wealth Strategies's Pfizer position peaked at $8.2M in Q1 2024.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.