IAM Advisory’s Pfizer PFE Stock Holding History

IAM Advisory’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	–	Sell	-9,264	Closed	-$268K	–	106
2024 Q3	$268K	Sell	9,264 -853	-8%	-$24.9K	0.07%	89
2024 Q2	$283K	Buy	10,117 +252	+3%	+$6.94K	0.08%	83
2024 Q1	$274K	Buy	9,865 +146	+2%	+$4.05K	0.08%	87
2023 Q4	$280K	Sell	9,719 -994	-9%	-$30K	0.09%	77
2023 Q3	$355K	Sell	10,713 -37,554	-78%	-$1.33M	0.12%	71
2023 Q2	$1.77M	Buy	48,267 +2,643	+6%	+$103K	0.6%	21
2023 Q1	$1.86M	Buy	45,624 +1,158	+3%	+$50K	0.64%	18
2022 Q4	$2.28M	Sell	44,466 -711	-2%	-$34.1K	0.84%	17
2022 Q3	$1.98M	Buy	45,177 +1,952	+5%	+$94.9K	0.84%	17
2022 Q2	$2.27M	Buy	43,225 +1,011	+2%	+$51.5K	0.93%	17
2022 Q1	$2.19M	Buy	42,214 +2,897	+7%	+$150K	0.89%	14
2021 Q4	$2.21M	Sell	39,317 -9,867	-20%	-$489K	0.87%	14
2021 Q3	$2.07M	Buy	+49,184	New	+$2.18M	0.88%	13
2021 Q2	–	Sell	-46,814	Closed	-$1.86M	–	84
2021 Q1	$1.86M	Sell	46,814 -521	-1%	-$18.5K	0.81%	13
2020 Q4	$1.65M	Buy	+47,335	New	+$1.74M	0.83%	11

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

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