Campbell Wealth Management’s Pfizer PFE Stock Holding History

Campbell 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
2023 Q4	–	Sell	-6,630	Closed	-$220K	–	72
2023 Q3	$220K	Buy	6,630 +307	+5%	+$10.9K	0.03%	68
2023 Q2	$232K	Buy	6,323 +2	+0%	+$78	0.03%	61
2023 Q1	$258K	Sell	6,321 -177	-3%	-$7.64K	0.03%	57
2022 Q4	$333K	Sell	6,498 -31	-0.5%	-$1.49K	0.05%	45
2022 Q3	$286K	Buy	6,529 +1,045	+19%	+$50.8K	0.04%	51
2022 Q2	$288K	Sell	5,484 -337	-6%	-$17.2K	0.04%	39
2022 Q1	$301K	Buy	5,821 +2	+0%	+$104	0.04%	52
2021 Q4	$344K	Buy	5,819 +1	+0%	+$50	0.04%	50
2021 Q3	$250K	Buy	5,818 +2	+0%	+$89	0.03%	62
2021 Q2	$228K	Buy	5,816 +2	+0%	+$78	0.03%	60
2021 Q1	$211K	Buy	5,814 +2	+0%	+$71	0.03%	66
2020 Q4	$214K	Sell	5,812 -259	-4%	-$9.5K	0.03%	62
2020 Q3	$211K	Sell	6,071 -75	-1%	-$2.63K	0.03%	56
2020 Q2	$191K	Sell	6,146 -619	-9%	-$21K	0.03%	56
2020 Q1	$209K	Sell	6,765 -1,279	-16%	-$43.6K	0.05%	44
2019 Q4	$299K	Sell	8,044 -98	-1%	-$3.49K	0.06%	45
2019 Q3	$278K	Sell	8,142 -844	-9%	-$30.7K	0.06%	47
2019 Q2	$369K	Buy	8,986 +302	+3%	+$12K	0.09%	35
2019 Q1	$350K	Buy	8,684 +558	+7%	+$22.3K	0.09%	33
2018 Q4	$337K	Buy	+8,126	New	+$337K	0.1%	30

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Campbell Wealth Management's PFE Position: Q4 2023 in Review

Campbell Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,630 shares — an estimated $220K sold.

Campbell Wealth Management first reported a position in PFE in Q4 2018 and held it in 20 quarters. The position peaked at $369K in Q2 2019. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Campbell Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Campbell Wealth Management sold 6,630 Pfizer shares in Q4 2023, an estimated $220K.
Campbell Wealth Management first reported a position in Pfizer in Q4 2018 and held it in 20 quarters.
Campbell Wealth Management's Pfizer position peaked at $369K in Q2 2019.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Campbell Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.