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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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