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Buttonwood Financial Advisors’s Pfizer PFE Stock Holding History

Buttonwood Financial Advisors’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
-7,976
Closed -$221K – 106
2024
Q1 		$221K Sell
7,976
-1,554
-16% -$43.1K 0.1% 100
2023
Q4 		$274K Sell
9,530
-297
-3% -$8.98K 0.15% 88
2023
Q3 		$326K Sell
9,827
-96
-1% -$3.4K 0.21% 82
2023
Q2 		$364K Buy
9,923
+562
+6% +$21.9K 0.23% 76
2023
Q1 		$382K Buy
9,361
+1
+0% +$43 0.3% 60
2022
Q4 		$480K Sell
9,360
-73
-0.8% -$3.5K 0.4% 55
2022
Q3 		$405K Buy
9,433
+1
+0% +$49 0.37% 54
2022
Q2 		$495K Buy
9,432
+4,101
+77% +$209K 0.45% 51
2022
Q1 		$276K Buy
+5,331
New +$277K 0.25% 59

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buttonwood Financial Advisors's PFE Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 7,976 shares — an estimated $221K sold.

Buttonwood Financial Advisors first reported a position in PFE in Q1 2022 and held it in 9 quarters. The position peaked at $495K in Q2 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Buttonwood Financial Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 7,976 Pfizer shares in Q2 2024, an estimated $221K.
  • Buttonwood Financial Advisors first reported a position in Pfizer in Q1 2022 and held it in 9 quarters.
  • Buttonwood Financial Advisors's Pfizer position peaked at $495K in Q2 2022.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.