RMR Wealth Builders’s Pfizer PFE Stock Holding History

RMR Wealth Builders’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 Q4	–	Sell	-9,897	Closed	-$328K	–	242
2023 Q3	$328K	Sell	9,897 -447	-4%	-$15.8K	0.05%	173
2023 Q2	$379K	Buy	10,344 +176	+2%	+$6.85K	0.06%	142
2023 Q1	$415K	Buy	10,168 +43	+0.4%	+$1.86K	0.08%	125
2022 Q4	$519K	Sell	10,125 -545	-5%	-$26.1K	0.12%	93
2022 Q3	$467K	Buy	10,670 +1,556	+17%	+$75.6K	0.11%	96
2022 Q2	$478K	Buy	9,114 +91	+1%	+$4.64K	0.12%	109
2022 Q1	$467K	Buy	9,023 +797	+10%	+$41.4K	0.1%	125
2021 Q4	$486K	Sell	8,226 -2,857	-26%	-$142K	0.14%	68
2021 Q3	$477K	Buy	11,083 +1,948	+21%	+$86.3K	0.14%	104
2021 Q2	$358K	Sell	9,135 -4,374	-32%	-$170K	0.12%	120
2021 Q1	$489K	Buy	13,509 +6,894	+104%	+$245K	0.13%	99
2020 Q4	$243K	Sell	6,615 -14,483	-69%	-$531K	0.12%	134
2020 Q3	$735K	Buy	21,098 +18,188	+625%	+$638K	0.19%	84
2020 Q2	$91K	Buy	+2,910	New	+$98.9K	0.08%	175
2019 Q4	$86K	Buy	+2,319	New	+$82.6K	0.08%	185

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return