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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Maltin Wealth Management's PFE Position: Q4 2023 in Review

Maltin Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 28,912 shares — an estimated $959K sold.

Maltin Wealth Management first reported a position in PFE in Q4 2019 and held it in 14 quarters. The position peaked at $1.6M in Q4 2021. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Maltin Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Maltin Wealth Management sold 28,912 Pfizer shares in Q4 2023, an estimated $959K.
Maltin Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 14 quarters.
Maltin Wealth Management's Pfizer position peaked at $1.6M in Q4 2021.
2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Maltin Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.