Madison Wealth Partners’s Pfizer PFE Stock Holding History

Madison Wealth Partners’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	-6,381	Closed	-$212K	–	118
2023 Q3	$212K	Sell	6,381 -31	-0.5%	-$1.1K	0.11%	88
2023 Q2	$235K	Sell	6,412 -552	-8%	-$21.5K	0.11%	83
2023 Q1	$284K	Sell	6,964 -283	-4%	-$12.2K	0.14%	67
2022 Q4	$371K	Sell	7,247 -770	-10%	-$36.9K	0.22%	53
2022 Q3	$351K	Buy	8,017 +121	+2%	+$5.88K	0.23%	48
2022 Q2	$414K	Buy	7,896 +11	+0.1%	+$561	0.26%	42
2022 Q1	$408K	Sell	7,885 -297	-4%	-$15.4K	0.23%	44
2021 Q4	$483K	Buy	8,182 +444	+6%	+$22K	0.24%	37
2021 Q3	$333K	Buy	7,738 +389	+5%	+$17.2K	0.19%	47
2021 Q2	$288K	Buy	+7,349	New	+$286K	0.16%	50

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

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

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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madison Wealth Partners's PFE Position: Q4 2023 in Review

Madison Wealth Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,381 shares — an estimated $212K sold.

Madison Wealth Partners first reported a position in PFE in Q2 2021 and held it in 10 quarters. The position peaked at $483K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Madison Wealth Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Madison Wealth Partners sold 6,381 Pfizer shares in Q4 2023, an estimated $212K.
Madison Wealth Partners first reported a position in Pfizer in Q2 2021 and held it in 10 quarters.
Madison Wealth Partners's Pfizer position peaked at $483K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Madison Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.