CJM Wealth Advisers’s Pfizer PFE Stock Holding History

CJM Wealth Advisers’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 Q2	–	Sell	-6,975	Closed	-$285K	–	56
2023 Q1	$285K	Sell	6,975 -242	-3%	-$10.5K	0.16%	43
2022 Q4	$370K	Buy	7,217 +5	+0.1%	+$240	0.23%	35
2022 Q3	$316K	Sell	7,212 -77	-1%	-$3.74K	0.22%	39
2022 Q2	$382K	Buy	7,289 +88	+1%	+$4.48K	0.27%	34
2022 Q1	$373K	Buy	7,201 +7	+0.1%	+$363	0.26%	42
2021 Q4	$425K	Buy	+7,194	New	+$356K	0.3%	38

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CJM Wealth Advisers's PFE Position: Q2 2023 in Review

CJM Wealth Advisers sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,975 shares — an estimated $285K sold.

CJM Wealth Advisers first reported a position in PFE in Q4 2021 and held it in 6 quarters. The position peaked at $425K in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

CJM Wealth Advisers reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
CJM Wealth Advisers sold 6,975 Pfizer shares in Q2 2023, an estimated $285K.
CJM Wealth Advisers first reported a position in Pfizer in Q4 2021 and held it in 6 quarters.
CJM Wealth Advisers's Pfizer position peaked at $425K in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on CJM Wealth Advisers's 13F filing for Q2 2023, filed 15 Sep 2023.