Westshore Wealth’s Pfizer PFE Stock Holding History

Westshore Wealth’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	-7,695	Closed	-$255K	–	101
2023 Q3	$255K	Sell	7,695 -946	-11%	-$33.5K	0.14%	66
2023 Q2	$317K	Sell	8,641 -44	-0.5%	-$1.71K	0.16%	61
2023 Q1	$354K	Buy	8,685 +44	+0.5%	+$1.9K	0.19%	57
2022 Q4	$443K	Hold	8,641	–	–	0.25%	46
2022 Q3	$378K	Buy	8,641 +1	+0%	+$49	0.26%	42
2022 Q2	$453K	Buy	8,640 +1	+0%	+$51	0.3%	38
2022 Q1	$447K	Sell	8,639 -637	-7%	-$33.1K	0.3%	42
2021 Q4	$548K	Buy	9,276 +776	+9%	+$38.4K	0.38%	34
2021 Q3	$366K	Sell	8,500 -29,218	-77%	-$1.29M	0.3%	53
2021 Q2	$1.48M	Buy	37,718 +1	+0%	+$39	0.76%	24
2021 Q1	$1.37M	Buy	+37,717	New	+$1.34M	0.78%	25
2019 Q4	$860K	Buy	+23,133	New	+$824K	0.95%	16

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

Westshore Wealth's PFE Position: Q4 2023 in Review

Westshore Wealth sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,695 shares — an estimated $255K sold.

Westshore Wealth first reported a position in PFE in Q4 2019 and held it in 12 quarters. The position peaked at $1.48M in Q2 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Westshore Wealth reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Westshore Wealth sold 7,695 Pfizer shares in Q4 2023, an estimated $255K.
Westshore Wealth first reported a position in Pfizer in Q4 2019 and held it in 12 quarters.
Westshore Wealth's Pfizer position peaked at $1.48M in Q2 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Westshore Wealth's 13F filing for Q4 2023, filed 15 Feb 2024.