Palumbo Wealth Management’s Pfizer PFE Stock Holding History

Palumbo 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 Q4	–	Sell	-9,674	Closed	-$280K	–	184
2024 Q3	$280K	Buy	9,674 +211	+2%	+$6.16K	0.11%	118
2024 Q2	$265K	Buy	+9,463	New	+$261K	0.11%	113
2024 Q1	–	Sell	-7,249	Closed	-$209K	–	144
2023 Q4	$209K	Sell	7,249 -98	-1%	-$2.96K	0.11%	114
2023 Q3	$244K	Buy	7,347 +113	+2%	+$4K	0.13%	103
2023 Q2	$265K	Sell	7,234 -14,837	-67%	-$577K	0.16%	89
2023 Q1	$901K	Sell	22,071 -1,134	-5%	-$49K	0.6%	40
2022 Q4	$1.19M	Buy	23,205 +770	+3%	+$36.9K	0.95%	22
2022 Q3	$982K	Buy	22,435 +427	+2%	+$20.7K	0.83%	27
2022 Q2	$1.15M	Buy	22,008 +668	+3%	+$34K	0.92%	20
2022 Q1	$1.1M	Buy	21,340 +326	+2%	+$16.9K	0.71%	30
2021 Q4	$1.24M	Buy	21,014 +891	+4%	+$44.1K	0.78%	22
2021 Q3	$865K	Sell	20,123 -1,022	-5%	-$45.3K	0.57%	33
2021 Q2	$828K	Buy	21,145 +1,424	+7%	+$55.4K	0.56%	41
2021 Q1	$715K	Buy	19,721 +1,951	+11%	+$69.3K	0.54%	47
2020 Q4	$654K	Buy	+17,770	New	+$652K	0.53%	43

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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