Consolidated Planning Corp’s Pfizer PFE Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-9,782	Closed	-$282K	–	194
2023 Q4	$282K	Sell	9,782 -5,645	-37%	-$171K	0.05%	130
2023 Q3	$512K	Sell	15,427 -2,761	-15%	-$97.6K	0.11%	107
2023 Q2	$667K	Buy	18,188 +11,798	+185%	+$459K	0.14%	106
2023 Q1	$261K	Buy	6,390 +823	+15%	+$35.5K	0.07%	102
2022 Q4	$285K	Buy	5,567 +887	+19%	+$42.5K	0.08%	102
2022 Q3	$205K	Buy	4,680 +826	+21%	+$40.1K	0.06%	110
2022 Q2	$202K	Sell	3,854 -246	-6%	-$12.5K	0.06%	115
2022 Q1	$212K	Buy	4,100 +454	+12%	+$23.6K	0.15%	59
2021 Q4	$215K	Hold	3,646	–	–	0.14%	61
2021 Q3	$157K	Buy	+3,646	New	+$162K	0.1%	73
2020 Q1	–	Sell	-6,816	Closed	-$253K	–	45
2019 Q4	$253K	Buy	+6,816	New	+$243K	0.25%	35

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Consolidated Planning Corp's PFE Position: Q1 2024 in Review

Consolidated Planning Corp sold out of Pfizer (PFE) in Q1 2024, closing a stake of 9,782 shares — an estimated $282K sold.

Consolidated Planning Corp first reported a position in PFE in Q4 2019 and held it in 11 quarters. The position peaked at $667K in Q2 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Consolidated Planning Corp reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Consolidated Planning Corp sold 9,782 Pfizer shares in Q1 2024, an estimated $282K.
Consolidated Planning Corp first reported a position in Pfizer in Q4 2019 and held it in 11 quarters.
Consolidated Planning Corp's Pfizer position peaked at $667K in Q2 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.