NWM
PFE icon

Northwest Wealth Management’s Pfizer PFE Stock Holding History

Northwest 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
Q4 		– Sell
-12,325
Closed -$409K – 165
2023
Q3 		$409K Sell
12,325
-110
-0.9% -$3.89K 0.15% 93
2023
Q2 		$456K Buy
12,435
+44
+0.4% +$1.71K 0.17% 94
2023
Q1 		$506K Buy
12,391
+6,961
+128% +$301K 0.19% 93
2022
Q4 		$278K Sell
5,430
-300
-5% -$14.4K 0.12% 113
2022
Q3 		$251K Sell
5,730
-1,536
-21% -$74.6K 0.11% 121
2022
Q2 		$381K Buy
7,266
+3,099
+74% +$158K 0.17% 102
2022
Q1 		$216K Buy
+4,167
New +$216K 0.11% 128
2021
Q3 		– Sell
-5,475
Closed -$214K – 129
2021
Q2 		$214K Sell
5,475
-6,256
-53% -$243K 0.11% 115
2021
Q1 		$425K Buy
11,731
+10
+0.1% +$355 0.27% 76
2020
Q4 		$431K Sell
11,721
-201
-2% -$7.37K 0.3% 75
2020
Q3 		$415K Buy
11,922
+283
+2% +$9.92K 0.34% 68
2020
Q2 		$361K Buy
11,639
+587
+5% +$19.9K 0.32% 67
2020
Q1 		$342K Hold
11,052
– – 0.35% 64
2019
Q4 		$411K Sell
11,052
-1,160
-9% -$41.3K 0.38% 63
2019
Q3 		$416K Sell
12,212
-907
-7% -$33K 0.34% 75
2019
Q2 		$539K Buy
13,119
+1
+0% +$40 0.43% 60
2019
Q1 		$529K Sell
13,118
-185
-1% -$7.41K 0.4% 60
2018
Q4 		$551K Buy
13,303
+355
+3% +$14.7K 0.47% 55
2018
Q3 		$541K Buy
12,948
+1
+0% +$38 0.4% 60
2018
Q2 		$446K Sell
12,947
-1,121
-8% -$38.3K 0.34% 65
2018
Q1 		$473K Buy
14,068
+492
+4% +$16.9K 0.35% 63
2017
Q4 		$467K Buy
13,576
+99
+0.7% +$3.38K 0.38% 59
2017
Q3 		$457K Sell
13,477
-1,232
-8% -$39.6K 0.64% 38
2017
Q2 		$469K Sell
14,709
-684
-4% -$21.6K 0.43% 52
2017
Q1 		$500K Buy
15,393
+909
+6% +$28.7K 0.46% 50
2016
Q4 		$446K Buy
+14,484
New +$442K 0.45% 50

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northwest Wealth Management's PFE Position: Q4 2023 in Review

Northwest Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 12,325 shares — an estimated $409K sold.

Northwest Wealth Management first reported a position in PFE in Q4 2016 and held it in 26 quarters. The position peaked at $551K in Q4 2018. 2,940 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Northwest Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Northwest Wealth Management sold 12,325 Pfizer shares in Q4 2023, an estimated $409K.
  • Northwest Wealth Management first reported a position in Pfizer in Q4 2016 and held it in 26 quarters.
  • Northwest Wealth Management's Pfizer position peaked at $551K in Q4 2018.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Northwest Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.