Capital Market Strategies’s Pfizer PFE Stock Holding History

Capital Market 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	-8,755	Closed	-$243K	–	155
2024 Q1	$243K	Sell	8,755 -3,451	-28%	-$95.8K	0.19%	121
2023 Q4	$351K	Sell	12,206 -6,785	-36%	-$205K	0.31%	77
2023 Q3	$644K	Sell	18,991 -1,542	-8%	-$54.5K	0.64%	35
2023 Q2	$753K	Sell	20,533 -2,294	-10%	-$89.3K	0.7%	33
2023 Q1	$931K	Sell	22,827 -3,181	-12%	-$137K	1.65%	16
2022 Q4	$1.33M	Buy	26,008 +186	+0.7%	+$8.92K	1.43%	14
2022 Q3	$1.13M	Sell	25,822 -402	-2%	-$19.5K	1.27%	17
2022 Q2	$1.38M	Buy	26,224 +39	+0.1%	+$1.99K	1.44%	15
2022 Q1	$1.36M	Sell	26,185 -1,758	-6%	-$91.2K	1.17%	18
2021 Q4	$1.65M	Buy	+27,943	New	+$1.38M	1.36%	13

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM

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