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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lineweaver Wealth Advisors's PFE Position: Q1 2024 in Review

Lineweaver Wealth Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 13,130 shares — an estimated $378K sold.

Lineweaver Wealth Advisors first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $2.79M in Q4 2022. 2,882 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Lineweaver Wealth Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 13,130 Pfizer shares in Q1 2024, an estimated $378K.
  • Lineweaver Wealth Advisors first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
  • Lineweaver Wealth Advisors's Pfizer position peaked at $2.79M in Q4 2022.
  • 2,882 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.