HBC Financial Services’s Pfizer PFE Stock Holding History

HBC Financial Services’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 Q4	$3K	Hold	150	–	–	﹤0.01%	153
2024 Q3	$4K	Sell	150 -304	-67%	-$8.87K	﹤0.01%	147
2024 Q2	$13K	Buy	454 +4	+0.9%	+$110	0.01%	107
2024 Q1	$12K	Buy	450 +5	+1%	+$139	0.01%	105
2023 Q4	$12K	Buy	445 +4	+0.9%	+$121	0.01%	105
2023 Q3	$14K	Buy	441 +3	+0.7%	+$106	0.01%	104
2023 Q2	$15K	Buy	438 +3	+0.7%	+$117	0.01%	97
2023 Q1	$17K	Buy	435 +103	+31%	+$4.45K	0.01%	119
2022 Q4	$16K	Buy	332 +2	+0.6%	+$96	0.01%	97
2022 Q3	$14K	Buy	330 +3	+0.9%	+$146	0.01%	100
2022 Q2	$17K	Buy	327 +2	+0.6%	+$102	0.01%	103
2022 Q1	$15K	Buy	325 +2	+0.6%	+$104	0.01%	105
2021 Q4	$19K	Buy	323 +2	+0.6%	+$99	0.01%	104
2021 Q3	$13K	Buy	321 +52	+19%	+$2.3K	0.01%	107
2021 Q2	$10K	Buy	269 +3	+1%	+$117	0.01%	128
2021 Q1	$10K	Buy	266 +2	+0.8%	+$71	0.01%	127
2020 Q4	$10K	Sell	264 -11	-4%	-$403	0.01%	133
2020 Q3	$10K	Buy	275 +3	+1%	+$105	0.01%	130
2020 Q2	$9K	Sell	272 -1,431	-84%	-$48.6K	0.01%	115
2020 Q1	$51K	Buy	1,703 +3	+0.2%	+$102	0.06%	51
2019 Q4	$63K	Buy	+1,700	New	+$60.6K	0.05%	60

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

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

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

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