Maltin Wealth Management’s Pfizer PFE Stock Holding History

Maltin Wealth Management’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	-28,912	Closed	-$959K	–	122
2023 Q3	$959K	Buy	28,912 +1,355	+5%	+$47.9K	0.67%	53
2023 Q2	$1.01M	Sell	27,557 -396	-1%	-$15.4K	0.71%	48
2023 Q1	$1.14M	Sell	27,953 -154	-0.5%	-$6.65K	0.82%	41
2022 Q4	$1.44M	Sell	28,107 -546	-2%	-$26.2K	1.05%	34
2022 Q3	$1.25M	Sell	28,653 -632	-2%	-$30.7K	0.99%	35
2022 Q2	$1.53M	Buy	29,285 +163	+0.6%	+$8.31K	1.11%	33
2022 Q1	$1.51M	Buy	29,122 +2,028	+7%	+$105K	1%	36
2021 Q4	$1.6M	Buy	27,094 +73	+0.3%	+$3.62K	0.96%	36
2021 Q3	$1.16M	Buy	27,021 +153	+0.6%	+$6.78K	0.71%	41
2021 Q2	$1.05M	Buy	26,868 +3,245	+14%	+$126K	0.64%	43
2021 Q1	$856K	Buy	23,623 +8,689	+58%	+$309K	0.56%	48
2020 Q4	$550K	Sell	14,934 -13,991	-48%	-$513K	0.39%	59
2020 Q3	$1.01M	Buy	+28,925	New	+$1.01M	0.72%	40
2020 Q1	–	Sell	-7,874	Closed	-$293K	–	111
2019 Q4	$293K	Buy	+7,874	New	+$280K	0.19%	58

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