Piershale Financial Group’s Pfizer PFE Stock Holding History

Piershale Financial Group’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	$4.09K	Buy	112 +2	+2%	+$78	﹤0.01%	184
2023 Q1	$4.51K	Buy	110 +1	+0.9%	+$43	﹤0.01%	180
2022 Q4	$5.6K	Buy	+109	New	+$5.23K	﹤0.01%	160
2016 Q4	–	Sell	-111	Closed	-$4K	–	103
2016 Q3	$4K	Buy	111 +1	+0.9%	+$33	﹤0.01%	121
2016 Q2	$4K	Hold	110	–	–	﹤0.01%	112
2016 Q1	$3K	Buy	110 +1	+0.9%	+$29	﹤0.01%	116
2015 Q4	$3K	Buy	109 +1	+0.9%	+$31	﹤0.01%	163
2015 Q3	$3K	Buy	+108	New	+$3.46K	﹤0.01%	112
2015 Q2	–	Sell	-105	Closed	-$3K	–	132
2015 Q1	$3K	Buy	+105	New	+$3.34K	﹤0.01%	107

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Piershale Financial Group's PFE Position: Q2 2023 in Review

Piershale Financial Group increased its Pfizer (PFE) stake by 1.8% in Q2 2023, buying an estimated $78 and bringing the position to 112 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Piershale Financial Group first reported a position in PFE in Q1 2015 and has held it in 9 quarters since. The position peaked at $5.6K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Piershale Financial Group held 112 shares of Pfizer worth $4.09K as of Q2 2023.
Piershale Financial Group bought 2 Pfizer shares in Q2 2023, an estimated $78.
Pfizer made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #184 holding.
Piershale Financial Group first reported a position in Pfizer in Q1 2015 and has held it in 9 quarters since.
Piershale Financial Group's Pfizer position peaked at $5.6K in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.