Marshall Financial Group (Maryland)’s Pfizer PFE Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	–	Sell	-11,330	Closed	-$314K	–	186
2024 Q1	$314K	Sell	11,330 -473	-4%	-$13.1K	0.09%	148
2023 Q4	$340K	Sell	11,803 -450	-4%	-$13.6K	0.11%	142
2023 Q3	$406K	Sell	12,253 -57	-0.5%	-$2.02K	0.15%	132
2023 Q2	$452K	Sell	12,310 -139	-1%	-$5.41K	0.15%	129
2023 Q1	$508K	Sell	12,449 -71	-0.6%	-$3.07K	0.18%	131
2022 Q4	$642K	Sell	12,520 -629	-5%	-$30.2K	0.25%	119
2022 Q3	$575K	Hold	13,149	–	–	0.24%	124
2022 Q2	$689K	Sell	13,149 -69	-0.5%	-$3.52K	0.28%	122
2022 Q1	$684K	Sell	13,218 -3,580	-21%	-$186K	0.28%	132
2021 Q4	$992K	Sell	16,798 -749	-4%	-$37.1K	0.37%	99
2021 Q3	$755K	Sell	17,547 -88	-0.5%	-$3.9K	0.39%	91
2021 Q2	$691K	Sell	17,635 -37	-0.2%	-$1.44K	0.37%	94
2021 Q1	$640K	Buy	17,672 +5,229	+42%	+$186K	0.38%	88
2020 Q4	$458K	Buy	+12,443	New	+$456K	0.3%	94

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s PFE Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Pfizer (PFE) in Q2 2024, closing a stake of 11,330 shares — an estimated $314K sold.

Marshall Financial Group (Maryland) first reported a position in PFE in Q4 2020 and held it in 14 quarters. The position peaked at $992K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Marshall Financial Group (Maryland) reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 11,330 Pfizer shares in Q2 2024, an estimated $314K.
Marshall Financial Group (Maryland) first reported a position in Pfizer in Q4 2020 and held it in 14 quarters.
Marshall Financial Group (Maryland)'s Pfizer position peaked at $992K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.