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Capasso Planning Partners’s Pfizer PFE Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-9,478
Closed -$274K – 136
2024
Q3 		$274K Sell
9,478
-305
-3% -$8.9K 0.08% 128
2024
Q2 		$274K Buy
+9,783
New +$269K 0.09% 118
2023
Q1 		– Sell
-4,149
Closed -$213K – 104
2022
Q4 		$213K Sell
4,149
-1,157
-22% -$55.5K 0.14% 90
2022
Q3 		$232K Buy
5,306
+399
+8% +$19.4K 0.16% 78
2022
Q2 		$257K Buy
4,907
+110
+2% +$5.61K 0.18% 67
2022
Q1 		$248K Sell
4,797
-69
-1% -$3.58K 0.18% 75
2021
Q4 		$287K Buy
+4,866
New +$241K 0.21% 63

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capasso Planning Partners's PFE Position: Q4 2024 in Review

Capasso Planning Partners sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,478 shares — an estimated $274K sold.

Capasso Planning Partners first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $287K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Capasso Planning Partners reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 9,478 Pfizer shares in Q4 2024, an estimated $274K.
  • Capasso Planning Partners first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
  • Capasso Planning Partners's Pfizer position peaked at $287K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.