Minot Wealth Management’s Pfizer PFE Stock Holding History

Minot 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
2022 Q2	$2.91M	Sell	55,554 -699	-1%	-$35.6K	0.75%	41
2022 Q1	$2.91M	Sell	56,253 -800	-1%	-$41.5K	0.63%	45
2021 Q4	$3.37M	Sell	57,053 -115	-0.2%	-$5.7K	0.65%	48
2021 Q3	$2.46M	Buy	57,168 +5,510	+11%	+$244K	0.53%	53
2021 Q2	$2.05M	Buy	51,658 +6,116	+13%	+$238K	0.45%	60
2021 Q1	$1.65M	Sell	45,542 -25,937	-36%	-$921K	0.42%	65
2020 Q4	$2.63M	Buy	71,479 +4,101	+6%	+$150K	0.79%	47
2020 Q3	$2.35M	Buy	67,378 +46,061	+216%	+$1.61M	0.88%	48
2020 Q2	$661K	Buy	21,317 +3,425	+19%	+$116K	0.33%	74
2020 Q1	$554K	Buy	17,892 +1,489	+9%	+$50.7K	0.4%	67
2019 Q4	$625K	Buy	+16,403	New	+$584K	0.28%	80

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Minot Wealth Management's PFE Position: Q2 2022 in Review

Minot Wealth Management reduced its Pfizer (PFE) stake by 1.2% in Q2 2022, selling an estimated $35.6K and leaving 55,554 shares worth $2.91M. The position accounts for 0.75% of the portfolio, ranked #41.

Minot Wealth Management first reported a position in PFE in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.37M in Q4 2021. 3,158 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

Minot Wealth Management held 55,554 shares of Pfizer worth $2.91M as of Q2 2022.
Minot Wealth Management sold 699 Pfizer shares in Q2 2022, an estimated $35.6K.
Pfizer made up 0.75% of Minot Wealth Management's portfolio in Q2 2022, its #41 holding.
Minot Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Pfizer position peaked at $3.37M in Q4 2021.
3,158 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.