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Planning Capital Management Corporation’s Pfizer PFE Stock Holding History

Planning Capital Management Corporation’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
Q3 		$133K Sell
4,580
-336
-7% -$9.8K 0.09% 114
2024
Q2 		$138K Hold
4,916
– – 0.1% 113
2024
Q1 		$136K Buy
4,916
+41
+0.8% +$1.14K 0.1% 108
2023
Q4 		$140K Buy
+4,875
New +$147K 0.11% 105

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Geode Capital Management
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Planning Capital Management Corporation's PFE Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Pfizer (PFE) stake by 6.8% in Q3 2024, selling an estimated $9.8K and leaving 4,580 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #114.

Planning Capital Management Corporation first reported a position in PFE in Q4 2023 and has held it in 4 quarters since. The position peaked at $140K in Q4 2023. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Planning Capital Management Corporation held 4,580 shares of Pfizer worth $133K as of Q3 2024.
  • Planning Capital Management Corporation sold 336 Pfizer shares in Q3 2024, an estimated $9.8K.
  • Pfizer made up 0.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #114 holding.
  • Planning Capital Management Corporation first reported a position in Pfizer in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Pfizer position peaked at $140K in Q4 2023.
  • 2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.