Peloton Wealth Strategists’s Pfizer PFE Stock Holding History

Peloton Wealth Strategists’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	-11,650	Closed	-$323K	–	93
2024 Q1	$323K	Sell	11,650 -670	-5%	-$18.6K	0.13%	82
2023 Q4	$355K	Buy	12,320 +465	+4%	+$14.1K	0.15%	80
2023 Q3	$393K	Buy	11,855 +2,900	+32%	+$103K	0.18%	80
2023 Q2	$328K	Sell	8,955 -586	-6%	-$22.8K	0.15%	81
2023 Q1	$389K	Sell	9,541 -877	-8%	-$37.9K	0.18%	75
2022 Q4	$534K	Sell	10,418 -585	-5%	-$28K	0.26%	70
2022 Q3	$481K	Buy	11,003 +13	+0.1%	+$632	0.25%	71
2022 Q2	$576K	Sell	10,990 -109	-1%	-$5.55K	0.28%	69
2022 Q1	$575K	Sell	11,099 -23,977	-68%	-$1.24M	0.24%	72
2021 Q4	$2.07M	Sell	35,076 -5,836	-14%	-$289K	0.83%	45
2021 Q3	$1.76M	Sell	40,912 -2,984	-7%	-$132K	0.72%	51
2021 Q2	$1.72M	Buy	43,896 +1,026	+2%	+$39.9K	0.71%	51
2021 Q1	$1.55M	Buy	42,870 +168	+0.4%	+$5.96K	0.73%	48
2020 Q4	$1.57M	Sell	42,702 -1,833	-4%	-$67.2K	0.78%	45
2020 Q3	$1.55M	Buy	44,535 +3,583	+9%	+$126K	0.87%	45
2020 Q2	$1.27M	Sell	40,952 -945	-2%	-$32.1K	0.8%	47
2020 Q1	$1.3M	Sell	41,897 -1,212	-3%	-$41.3K	1.06%	42
2019 Q4	$1.6M	Sell	43,109 -1,054	-2%	-$37.5K	0.97%	42
2019 Q3	$1.5M	Sell	44,163 -3,899	-8%	-$142K	0.96%	43
2019 Q2	$1.98M	Sell	48,062 -5,270	-10%	-$209K	1.32%	35
2019 Q1	$2.15M	Buy	53,332 +421	+0.8%	+$16.9K	1.49%	33
2018 Q4	$2.19M	Sell	52,911 -738	-1%	-$30.6K	1.78%	28
2018 Q3	$2.24M	Sell	53,649 -1,054	-2%	-$40.6K	1.54%	32
2018 Q2	$1.88M	Hold	54,703	–	–	1.36%	34
2018 Q1	$1.84M	Buy	54,703 +422	+0.8%	+$14.5K	1.39%	34
2017 Q4	$1.86M	Sell	54,281 -1,265	-2%	-$43.1K	1.39%	35
2017 Q3	$1.88M	Sell	55,546 -211	-0.4%	-$6.78K	1.45%	33
2017 Q2	$1.78M	Hold	55,757	–	–	1.38%	33
2017 Q1	$1.81M	Buy	55,757 +4,322	+8%	+$136K	1.49%	28
2016 Q4	$1.58M	Buy	51,435 +1,054	+2%	+$32.2K	1.29%	33
2016 Q3	$1.62M	Buy	+50,381	New	+$1.68M	1.35%	32
2016 Q1	$1.28M	Hold	45,638	–	–	1.09%	42
2015 Q4	$1.4M	Sell	45,638 -3,162	-6%	-$99.5K	1.21%	38
2015 Q3	$1.45M	Buy	48,800 +527	+1%	+$16.9K	1.27%	39
2015 Q2	$1.54M	Hold	48,273	–	–	1.22%	42
2015 Q1	$1.59M	Buy	48,273 +2,108	+5%	+$67K	1.24%	40
2014 Q4	$1.36M	Buy	46,165 +527	+1%	+$15.1K	1.04%	46
2014 Q3	$1.28M	Buy	45,638 +527	+1%	+$14.8K	1.01%	45
2014 Q2	$1.51M	Buy	45,111 +2,002	+5%	+$57.1K	1.33%	32
2014 Q1	$1.31M	Buy	43,109 +13,808	+47%	+$412K	1.08%	44
2013 Q4	$852K	Hold	29,301	–	–	0.69%	56
2013 Q3	$799K	Buy	29,301 +3,794	+15%	+$103K	0.67%	57
2013 Q2	$678K	Buy	+25,507	New	+$705K	0.61%	57

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Peloton Wealth Strategists's PFE Position: Q2 2024 in Review

Peloton Wealth Strategists sold out of Pfizer (PFE) in Q2 2024, closing a stake of 11,650 shares — an estimated $323K sold.

Peloton Wealth Strategists first reported a position in PFE in Q2 2013 and held it in 43 quarters. The position peaked at $2.24M in Q3 2018. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Peloton Wealth Strategists reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Peloton Wealth Strategists sold 11,650 Pfizer shares in Q2 2024, an estimated $323K.
Peloton Wealth Strategists first reported a position in Pfizer in Q2 2013 and held it in 43 quarters.
Peloton Wealth Strategists's Pfizer position peaked at $2.24M in Q3 2018.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Peloton Wealth Strategists's 13F filing for Q2 2024, filed 15 Aug 2024.