Halpern Financial’s Pfizer PFE Stock Holding History

Halpern Financial’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 Q3	$5.72K	Hold	200	–	–	﹤0.01%	179
2024 Q2	$5.6K	Hold	200	–	–	﹤0.01%	175
2024 Q1	$5.44K	Hold	200	–	–	﹤0.01%	178
2023 Q4	$5.95K	Hold	200	–	–	﹤0.01%	198
2023 Q3	$6.63K	Hold	200	–	–	﹤0.01%	172
2023 Q2	$7.34K	Hold	200	–	–	﹤0.01%	185
2023 Q1	$8.16K	Hold	200	–	–	﹤0.01%	135
2022 Q4	$10.2K	Sell	200 -189	-49%	-$9.06K	﹤0.01%	135
2022 Q3	$17K	Sell	389 -188	-33%	-$9.13K	0.01%	120
2022 Q2	$30.3K	Buy	577 +188	+48%	+$9.58K	0.01%	100
2022 Q1	$20.1K	Hold	389	–	–	0.01%	141
2021 Q4	$23K	Hold	389	–	–	0.01%	127
2021 Q3	$16.7K	Hold	389	–	–	0.01%	135
2021 Q2	$15.2K	Hold	389	–	–	0.01%	126
2021 Q1	$14.1K	Hold	389	–	–	0.01%	118
2020 Q4	$14.3K	Sell	389 -21	-5%	-$770	0.01%	100
2020 Q3	$14.3K	Hold	410	–	–	0.01%	91
2020 Q2	$12.7K	Hold	410	–	–	0.01%	85
2020 Q1	$12.7K	Hold	410	–	–	0.01%	75
2019 Q4	$15.2K	Buy	+410	New	+$14.6K	0.01%	94

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Halpern Financial's PFE Position: Q3 2024 in Review

Halpern Financial held its Pfizer (PFE) position steady in Q3 2024 at 200 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Halpern Financial first reported a position in PFE in Q4 2019 and has held it in 20 quarters since. The position peaked at $30.3K in Q2 2022. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Halpern Financial held 200 shares of Pfizer worth $5.72K as of Q3 2024.
Halpern Financial left its Pfizer share count unchanged in Q3 2024.
Pfizer made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #179 holding.
Halpern Financial first reported a position in Pfizer in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Pfizer position peaked at $30.3K in Q2 2022.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.