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MPS Loria Financial Planners’s Pfizer PFE Stock Holding History

MPS Loria Financial Planners’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
-8,395
Closed -$233K – 83
2024
Q1 		$233K Sell
8,395
-601
-7% -$16.7K 0.08% 75
2023
Q4 		$259K Sell
8,996
-308
-3% -$9.31K 0.09% 73
2023
Q3 		$309K Sell
9,304
-1,053
-10% -$37.2K 0.12% 56
2023
Q2 		$380K Buy
10,357
+27
+0.3% +$1.05K 0.14% 48
2023
Q1 		$421K Buy
10,330
+412
+4% +$17.8K 0.17% 44
2022
Q4 		$508K Sell
9,918
-377
-4% -$18.1K 0.23% 37
2022
Q3 		$450K Buy
10,295
+603
+6% +$29.3K 0.17% 39
2022
Q2 		$508K Buy
9,692
+178
+2% +$9.07K 0.23% 35
2022
Q1 		$492K Buy
9,514
+37
+0.4% +$1.92K 0.21% 43
2021
Q4 		$559K Buy
9,477
+250
+3% +$12.4K 0.23% 39
2021
Q3 		$396K Buy
9,227
+131
+1% +$5.8K 0.18% 45
2021
Q2 		$356K Buy
9,096
+1,097
+14% +$42.7K 0.16% 48
2021
Q1 		$289K Buy
7,999
+355
+5% +$12.6K 0.13% 62
2020
Q4 		$281K Buy
7,644
+633
+9% +$23.2K 0.13% 60
2020
Q3 		$244K Buy
7,011
+40
+0.6% +$1.4K 0.13% 63
2020
Q2 		$216K Sell
6,971
-2,933
-30% -$99.6K 0.12% 67
2020
Q1 		$306K Buy
9,904
+74
+0.8% +$2.52K 0.24% 41
2019
Q4 		$365K Buy
9,830
+169
+2% +$6.02K 0.22% 43
2019
Q3 		$329K Buy
9,661
+134
+1% +$4.87K 0.21% 45
2019
Q2 		$391K Buy
9,527
+54
+0.6% +$2.14K 0.25% 38
2019
Q1 		$382K Sell
9,473
-264
-3% -$10.6K 0.25% 38
2018
Q4 		$403K Buy
9,737
+49
+0.5% +$2.03K 0.29% 37
2018
Q3 		$405K Sell
9,688
-3,572
-27% -$138K 0.25% 37
2018
Q2 		$456K Buy
13,260
+74
+0.6% +$2.53K 0.46% 34
2018
Q1 		$444K Buy
13,186
+75
+0.6% +$2.58K 0.31% 35
2017
Q4 		$451K Buy
13,111
+69
+0.5% +$2.35K 0.31% 38
2017
Q3 		$442K Buy
13,042
+308
+2% +$9.9K 0.32% 38
2017
Q2 		$403K Buy
+12,734
New +$402K 0.27% 42

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MPS Loria Financial Planners's PFE Position: Q2 2024 in Review

MPS Loria Financial Planners sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,395 shares — an estimated $233K sold.

MPS Loria Financial Planners first reported a position in PFE in Q2 2017 and held it in 28 quarters. The position peaked at $559K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • MPS Loria Financial Planners reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8,395 Pfizer shares in Q2 2024, an estimated $233K.
  • MPS Loria Financial Planners first reported a position in Pfizer in Q2 2017 and held it in 28 quarters.
  • MPS Loria Financial Planners's Pfizer position peaked at $559K in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on MPS Loria Financial Planners's 13F filing for Q2 2024, filed 10 Jul 2024.