Mezzasalma Advisors’s Pfizer PFE Stock Holding History

Mezzasalma 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	-7,957	Closed	-$229K	–	108
2023 Q4	$229K	Sell	7,957 -691	-8%	-$20.9K	0.12%	87
2023 Q3	$287K	Buy	8,648 +337	+4%	+$11.9K	0.18%	68
2023 Q2	$305K	Buy	8,311 +114	+1%	+$4.44K	0.18%	66
2023 Q1	$334K	Hold	8,197	–	–	0.24%	60
2022 Q4	$420K	Sell	8,197 -410	-5%	-$19.7K	0.37%	47
2022 Q3	$377K	Hold	8,607	–	–	0.3%	48
2022 Q2	$451K	Buy	8,607 +242	+3%	+$12.3K	0.38%	41
2022 Q1	$433K	Hold	8,365	–	–	0.27%	48
2021 Q4	$494K	Buy	8,365 +290	+4%	+$14.4K	0.27%	49
2021 Q3	$347K	Hold	8,075	–	–	0.2%	65
2021 Q2	$316K	Sell	8,075 -995	-11%	-$38.7K	0.17%	71
2021 Q1	$329K	Sell	9,070 -60	-0.7%	-$2.13K	0.21%	65
2020 Q4	$336K	Buy	+9,130	New	+$335K	0.22%	62

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

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

Norges Bank Oslo, Norway $935B AUM

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

Mezzasalma Advisors's PFE Position: Q1 2024 in Review

Mezzasalma Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,957 shares — an estimated $229K sold.

Mezzasalma Advisors first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $494K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Mezzasalma Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Mezzasalma Advisors sold 7,957 Pfizer shares in Q1 2024, an estimated $229K.
Mezzasalma Advisors first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
Mezzasalma Advisors's Pfizer position peaked at $494K in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.