PFS Investments’s Pfizer PFE Stock Holding History

PFS Investments’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 Q2	$5.69M	Buy	155,215 +7,550	+5%	+$294K	0.09%	202
2023 Q1	$6.13M	Buy	147,665 +4,543	+3%	+$196K	0.11%	175
2022 Q4	$7.33M	Buy	143,122 +9,447	+7%	+$453K	0.14%	145
2022 Q3	$5.85K	Buy	133,675 +5,281	+4%	+$257K	0.11%	158
2022 Q2	$6.73M	Buy	128,394 +14,074	+12%	+$717K	0.14%	152
2022 Q1	$5.92M	Buy	114,320 +10,570	+10%	+$548K	0.11%	171
2021 Q4	$6.13M	Buy	103,750 +5,257	+5%	+$260K	0.12%	166
2021 Q3	$4.76M	Buy	98,493 +2,604	+3%	+$115K	0.1%	184
2021 Q2	$3.8M	Buy	95,889 +2,442	+3%	+$95K	0.09%	194
2021 Q1	$3.39M	Buy	93,447 +3,814	+4%	+$135K	0.09%	191
2020 Q4	$3.38M	Buy	89,633 +4,676	+6%	+$172K	0.1%	176
2020 Q3	$2.96M	Buy	84,957 +7,036	+9%	+$247K	0.1%	164
2020 Q2	$2.42M	Buy	77,921 +14,245	+22%	+$484K	0.09%	153
2020 Q1	$1.97M	Buy	63,676 +28,449	+81%	+$969K	0.09%	151
2019 Q4	$1.31M	Buy	35,227 +16,140	+85%	+$575K	0.05%	175
2019 Q3	$651K	Buy	19,087 +9,510	+99%	+$346K	0.03%	173
2019 Q2	$399K	Buy	+9,577	New	+$380K	0.02%	163

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return