Taylor Hoffman Wealth Management’s Pfizer PFE Stock Holding History

Taylor Hoffman Wealth Management’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	-8,438	Closed	-$280K	–	110
2023 Q3	$280K	Hold	8,438	–	–	0.14%	90
2023 Q2	$310K	Buy	8,438 +700	+9%	+$27.2K	0.15%	88
2023 Q1	$316K	Buy	7,738 +2,350	+44%	+$101K	0.17%	87
2022 Q4	$276K	Sell	5,388 -14,634	-73%	-$702K	0.17%	85
2022 Q3	$876K	Hold	20,022	–	–	0.46%	63
2022 Q2	$1.05M	Hold	20,022	–	–	0.51%	60
2022 Q1	$1.04M	Hold	20,022	–	–	0.42%	70
2021 Q4	$1.18M	Sell	20,022 -133	-0.7%	-$6.59K	0.45%	65
2021 Q3	$865K	Sell	20,155 -610	-3%	-$27K	0.37%	75
2021 Q2	$813K	Buy	20,765 +2,253	+12%	+$87.6K	0.35%	77
2021 Q1	$671K	Hold	18,512	–	–	0.31%	80
2020 Q4	$681K	Sell	18,512 -1,000	-5%	-$36.7K	0.35%	75
2020 Q3	$679K	Sell	19,512 -786	-4%	-$27.6K	0.4%	74
2020 Q2	$630K	Hold	20,298	–	–	0.4%	76
2020 Q1	$629K	Sell	20,298 -105	-0.5%	-$3.58K	0.6%	63
2019 Q4	$758K	Hold	20,403	–	–	0.49%	62
2019 Q3	$696K	Sell	20,403 -2,056	-9%	-$74.8K	0.49%	65
2019 Q2	$923K	Hold	22,459	–	–	0.74%	47
2019 Q1	$905K	Hold	22,459	–	–	0.67%	46
2018 Q4	$930K	Sell	22,459 -840	-4%	-$34.9K	0.83%	40
2018 Q3	$974K	Sell	23,299 -3,424	-13%	-$132K	0.77%	40
2018 Q2	$920K	Hold	26,723	–	–	0.8%	40
2018 Q1	$900K	Buy	26,723 +4,796	+22%	+$165K	0.82%	36
2017 Q4	$754K	Buy	+21,927	New	+$748K	0.72%	41

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Taylor Hoffman Wealth Management's PFE Position: Q4 2023 in Review

Taylor Hoffman Wealth Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 8,438 shares — an estimated $280K sold.

Taylor Hoffman Wealth Management first reported a position in PFE in Q4 2017 and held it in 24 quarters. The position peaked at $1.18M in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Taylor Hoffman Wealth Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 8,438 Pfizer shares in Q4 2023, an estimated $280K.
Taylor Hoffman Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 24 quarters.
Taylor Hoffman Wealth Management's Pfizer position peaked at $1.18M in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.