GA
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Goldstein Advisors’s Pfizer PFE Stock Holding History

Goldstein Advisors’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
2025
Q3 		– Sell
-9,833
Closed -$238K – 210
2025
Q2 		$238K Sell
9,833
-736
-7% -$17.2K 0.03% 163
2025
Q1 		$268K Buy
10,569
+132
+1% +$3.45K 0.04% 145
2024
Q4 		$277K Sell
10,437
-629
-6% -$17.1K 0.04% 144
2024
Q3 		$320K Sell
11,066
-104
-0.9% -$3.03K 0.05% 118
2024
Q2 		$313K Sell
11,170
-342
-3% -$9.42K 0.05% 109
2024
Q1 		$319K Buy
11,512
+78
+0.7% +$2.16K 0.05% 105
2023
Q4 		$329K Sell
11,434
-1,488
-12% -$45K 0.06% 133
2023
Q3 		$429K Buy
12,922
+1,046
+9% +$37K 0.09% 80
2023
Q2 		$436K Buy
11,876
+327
+3% +$12.7K 0.09% 80
2023
Q1 		$471K Buy
11,549
+1,052
+10% +$45.4K 0.1% 75
2022
Q4 		$538K Buy
+10,497
New +$503K 0.13% 71

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return