Mittelman Wealth Management’s Pfizer PFE Stock Holding History

Mittelman 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
2024 Q3	–	Sell	-12,016	Closed	-$336K	–	59
2024 Q2	$336K	Buy	12,016 +4,166	+53%	+$115K	0.22%	60
2024 Q1	$218K	Buy	+7,850	New	+$218K	0.15%	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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mittelman Wealth Management's PFE Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 12,016 shares — an estimated $336K sold.

Mittelman Wealth Management first reported a position in PFE in Q1 2024 and held it in 2 quarters. The position peaked at $336K in Q2 2024. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Mittelman Wealth Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Mittelman Wealth Management sold 12,016 Pfizer shares in Q3 2024, an estimated $336K.
Mittelman Wealth Management first reported a position in Pfizer in Q1 2024 and held it in 2 quarters.
Mittelman Wealth Management's Pfizer position peaked at $336K in Q2 2024.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.