VitalStone Financial’s Pfizer PFE Stock Holding History

VitalStone Financial’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	$1.48K	Sell	51 -1	-2%	-$29	﹤0.01%	399
2024 Q2	$1.46K	Sell	52 -485	-90%	-$13.4K	﹤0.01%	404
2024 Q1	$15K	Hold	537	–	–	0.01%	247
2023 Q4	$15K	Sell	537 -500	-48%	-$15.1K	0.01%	253
2023 Q3	$31K	Sell	1,037 -69	-6%	-$2.44K	0.03%	162
2023 Q2	$45K	Buy	1,106 +710	+179%	+$27.6K	0.03%	362
2023 Q1	$23K	Sell	396 -641	-62%	-$27.7K	0.02%	159
2022 Q4	$53K	Buy	+1,037	New	+$49.7K	0.04%	154

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

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

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

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

VitalStone Financial's PFE Position: Q3 2024 in Review

VitalStone Financial reduced its Pfizer (PFE) stake by 1.9% in Q3 2024, selling an estimated $29 and leaving 51 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

VitalStone Financial first reported a position in PFE in Q4 2022 and has held it in 8 quarters since. The position peaked at $53K in Q4 2022. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

VitalStone Financial held 51 shares of Pfizer worth $1.48K as of Q3 2024.
VitalStone Financial sold 1 Pfizer share in Q3 2024, an estimated $29.
Pfizer made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #399 holding.
VitalStone Financial first reported a position in Pfizer in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Pfizer position peaked at $53K in Q4 2022.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.