13F

Position

Simplicity Wealth,LLC in Pfizer Inc

Back to the book · All holders of PFE

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $127.5K$24.90$28.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202540.1K$998K0.1%
Q1 202644.7K$1.25M$28.08$127.5K$129.2K0.1%