Landmark Financial Advisors’s Pfizer PFE Stock Holding History

Landmark Financial 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
2023 Q4	–	Sell	-6,976	Closed	-$231K	–	93
2023 Q3	$231K	Buy	6,976 +156	+2%	+$5.52K	0.09%	83
2023 Q2	$250K	Sell	6,820 -755	-10%	-$29.4K	0.1%	80
2023 Q1	$309K	Buy	7,575 +66	+0.9%	+$2.85K	0.14%	67
2022 Q4	$385K	Buy	7,509 +460	+7%	+$22.1K	0.18%	63
2022 Q3	$308K	Buy	7,049 +965	+16%	+$46.9K	0.16%	65
2022 Q2	$319K	Sell	6,084 -164	-3%	-$8.36K	0.16%	66
2022 Q1	$306K	Buy	6,248 +438	+8%	+$22.7K	0.15%	70
2021 Q4	$343K	Buy	+5,810	New	+$288K	0.15%	67
2021 Q3	–	Sell	-5,381	Closed	-$211K	–	74
2021 Q2	$211K	Buy	+5,381	New	+$209K	0.1%	74
2021 Q1	–	Sell	-5,783	Closed	-$218K	–	69
2020 Q4	$218K	Buy	+5,783	New	+$212K	0.12%	67

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Landmark Financial Advisors's PFE Position: Q4 2023 in Review

Landmark Financial Advisors sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,976 shares — an estimated $231K sold.

Landmark Financial Advisors first reported a position in PFE in Q4 2020 and held it in 10 quarters. The position peaked at $385K in Q4 2022. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Landmark Financial Advisors reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Landmark Financial Advisors sold 6,976 Pfizer shares in Q4 2023, an estimated $231K.
Landmark Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 10 quarters.
Landmark Financial Advisors's Pfizer position peaked at $385K in Q4 2022.
2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.