LWA
PFE icon

Lineweaver Wealth Advisors’s Pfizer PFE Stock Holding History

Lineweaver Wealth 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
2024
Q1 		– Sell
-13,130
Closed -$378K – 131
2023
Q4 		$378K Sell
13,130
-51,768
-80% -$1.56M 0.1% 108
2023
Q3 		$2.15M Buy
64,898
+2,263
+4% +$80K 0.63% 30
2023
Q2 		$2.3M Buy
62,635
+1,192
+2% +$46.4K 0.66% 33
2023
Q1 		$2.51M Buy
61,443
+6,912
+13% +$299K 0.77% 26
2022
Q4 		$2.79M Buy
54,531
+6,201
+13% +$297K 0.85% 26
2022
Q3 		$2.12M Buy
48,330
+9,308
+24% +$452K 0.69% 28
2022
Q2 		$2.04M Buy
39,022
+4,387
+13% +$224K 0.68% 28
2022
Q1 		$1.79M Buy
34,635
+7,938
+30% +$412K 0.51% 39
2021
Q4 		$1.58M Buy
26,697
+4,076
+18% +$202K 0.45% 39
2021
Q3 		$972K Buy
22,621
+1,295
+6% +$57.4K 0.3% 53
2021
Q2 		$835K Buy
21,326
+3,713
+21% +$144K 0.27% 54
2021
Q1 		$638K Buy
17,613
+6,773
+62% +$240K 0.23% 57
2020
Q4 		$399K Buy
10,840
+292
+3% +$10.7K 0.16% 61
2020
Q3 		$367K Buy
10,548
+1,471
+16% +$51.6K 0.16% 63
2020
Q2 		$281K Buy
9,077
+1,150
+15% +$39.1K 0.14% 67
2020
Q1 		$243K Buy
7,927
+2,272
+40% +$77.4K 0.15% 65
2019
Q4 		$210K Buy
+5,655
New +$201K 0.12% 62

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return