WestHill Financial Advisors’s Pfizer PFE Stock Holding History

WestHill Financial Advisors’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	–	Sell	-10,711	Closed	-$300K	–	76
2024 Q2	$300K	Sell	10,711 -873	-8%	-$24K	0.07%	56
2024 Q1	$321K	Sell	11,584 -601	-5%	-$16.7K	0.08%	53
2023 Q4	$351K	Hold	12,185	–	–	0.09%	48
2023 Q3	$404K	Buy	12,185 +600	+5%	+$21.2K	0.12%	42
2023 Q2	$425K	Sell	11,585 -20	-0.2%	-$778	0.12%	39
2023 Q1	$473K	Sell	11,605 -85	-0.7%	-$3.67K	0.14%	36
2022 Q4	$599K	Sell	11,690 -3,000	-20%	-$144K	0.19%	31
2022 Q3	$643K	Sell	14,690 -930	-6%	-$45.2K	0.22%	28
2022 Q2	$819K	Sell	15,620 -10	-0.1%	-$510	0.27%	28
2022 Q1	$809K	Buy	15,630 +798	+5%	+$41.4K	0.23%	28
2021 Q4	$876K	Buy	14,832 +4,000	+37%	+$198K	0.25%	28
2021 Q3	$466K	Buy	+10,832	New	+$480K	0.14%	34
2021 Q1	$392K	Hold	10,823	–	–	0.14%	33
2020 Q4	$398K	Buy	+10,823	New	+$397K	0.16%	29

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

WestHill Financial Advisors's PFE Position: Q3 2024 in Review

WestHill Financial Advisors sold out of Pfizer (PFE) in Q3 2024, closing a stake of 10,711 shares — an estimated $300K sold.

WestHill Financial Advisors first reported a position in PFE in Q4 2020 and held it in 14 quarters. The position peaked at $876K in Q4 2021. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

WestHill Financial Advisors reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
WestHill Financial Advisors sold 10,711 Pfizer shares in Q3 2024, an estimated $300K.
WestHill Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 14 quarters.
WestHill Financial Advisors's Pfizer position peaked at $876K in Q4 2021.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on WestHill Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.