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NEIRG Wealth Management’s Pfizer PFE Stock Holding History

NEIRG 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
2023
Q3 		– Sell
-9,094
Closed -$334K – 89
2023
Q2 		$334K Sell
9,094
-25
-0.3% -$973 0.06% 114
2023
Q1 		$372K Sell
9,119
-689
-7% -$29.8K 0.06% 115
2022
Q4 		$503K Buy
9,808
+1,186
+14% +$56.9K 0.09% 104
2022
Q3 		$377K Sell
8,622
-49,487
-85% -$2.4M 0.08% 112
2022
Q2 		$3.05M Buy
58,109
+23,727
+69% +$1.21M 0.67% 42
2022
Q1 		$1.78M Buy
34,382
+12,294
+56% +$638K 0.35% 60
2021
Q4 		$1.3M Buy
+22,088
New +$1.09M 0.25% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return