Von Berge Wealth Management Group’s Pfizer PFE Stock Holding History

Von Berge Wealth Management Group’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 Q3	–	Sell	-7,872	Closed	-$289K	–	60
2023 Q2	$289K	Sell	7,872 -52	-0.7%	-$2.02K	0.24%	46
2023 Q1	$328K	Buy	7,924 +16	+0.2%	+$691	0.29%	40
2022 Q4	$346K	Buy	7,908 +13	+0.2%	+$623	0.31%	39
2022 Q3	$330K	Sell	7,895 -87	-1%	-$4.23K	0.35%	37
2022 Q2	$413K	Buy	7,982 +13	+0.2%	+$662	0.43%	36
2022 Q1	$423K	Buy	7,969 +31	+0.4%	+$1.61K	0.39%	36
2021 Q4	$418K	Buy	+7,938	New	+$393K	0.39%	35

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Von Berge Wealth Management Group's PFE Position: Q3 2023 in Review

Von Berge Wealth Management Group sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,872 shares — an estimated $289K sold.

Von Berge Wealth Management Group first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $423K in Q1 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Von Berge Wealth Management Group reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Von Berge Wealth Management Group sold 7,872 Pfizer shares in Q3 2023, an estimated $289K.
Von Berge Wealth Management Group first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Von Berge Wealth Management Group's Pfizer position peaked at $423K in Q1 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2023, filed 6 Nov 2023.