Sweet Financial Partners’s Pfizer PFE Stock Holding History

Sweet Financial Partners’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	$738K	Buy	25,515 +72	+0.3%	+$2.1K	0.16%	101
2024 Q2	$712K	Buy	25,443 +901	+4%	+$24.8K	0.16%	95
2024 Q1	$681K	Buy	24,542 +6,026	+33%	+$167K	0.16%	102
2023 Q4	$533K	Buy	18,516 +7,858	+74%	+$238K	0.13%	115
2023 Q3	$354K	Buy	10,658 +115	+1%	+$4.07K	0.09%	133
2023 Q2	$387K	Sell	10,543 -320	-3%	-$12.5K	0.1%	121
2023 Q1	$443K	Sell	10,863 -158	-1%	-$6.82K	0.12%	110
2022 Q4	$565K	Sell	11,021 -149	-1%	-$7.14K	0.17%	93
2022 Q3	$489K	Sell	11,170 -9,966	-47%	-$484K	0.16%	92
2022 Q2	$1.11M	Buy	21,136 +2,684	+15%	+$137K	0.35%	38
2022 Q1	$955K	Buy	18,452 +9,422	+104%	+$489K	0.26%	52
2021 Q4	$533K	Buy	+9,030	New	+$447K	0.22%	64

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return