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Advisory Resource Group’s Pfizer PFE Stock Holding History

Advisory Resource 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
2024
Q4 		– Sell
-7,220
Closed -$209K – 171
2024
Q3 		$209K Sell
7,220
-1,429
-17% -$41.7K 0.04% 155
2024
Q2 		$242K Buy
+8,649
New +$238K 0.05% 143
2024
Q1 		– Sell
-7,179
Closed -$207K – 163
2023
Q4 		$207K Buy
7,179
+12
+0.2% +$363 0.05% 147
2023
Q3 		$238K Sell
7,167
-1,881
-21% -$66.5K 0.06% 142
2023
Q2 		$332K Buy
9,048
+162
+2% +$6.31K 0.09% 124
2023
Q1 		$363K Buy
8,886
+13
+0.1% +$561 0.1% 124
2022
Q4 		$455K Sell
8,873
-139
-2% -$6.66K 0.14% 113
2022
Q3 		$394K Sell
9,012
-88
-1% -$4.28K 0.13% 95
2022
Q2 		$477K Buy
9,100
+110
+1% +$5.61K 0.16% 69
2022
Q1 		$465K Buy
8,990
+11
+0.1% +$571 0.14% 77
2021
Q4 		$473K Buy
8,979
+10
+0.1% +$495 0.16% 77
2021
Q3 		$386K Sell
8,969
-13,823
-61% -$612K 0.14% 83
2021
Q2 		$893K Buy
22,792
+4,140
+22% +$161K 0.36% 55
2021
Q1 		$676K Sell
18,652
-39,222
-68% -$1.39M 0.32% 48
2020
Q4 		$2.13M Sell
57,874
-2,093
-3% -$76.8K 1.06% 18
2020
Q3 		$2.09M Buy
59,967
+858
+1% +$30.1K 1.22% 18
2020
Q2 		$1.83M Buy
59,109
+11,824
+25% +$402K 1.13% 15
2020
Q1 		$1.46M Sell
47,285
-6,794
-13% -$232K 1.12% 14
2019
Q4 		$2.01M Sell
54,079
-189
-0.3% -$6.73K 1.13% 15
2019
Q3 		$1.85M Buy
54,268
+17,625
+48% +$641K 0.99% 17
2019
Q2 		$1.51M Buy
36,643
+1,574
+4% +$62.5K 0.83% 21
2019
Q1 		$1.38M Buy
35,069
+3,372
+11% +$135K 0.77% 21
2018
Q4 		$1.31M Buy
+31,697
New +$1.32M 0.81% 15

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Resource Group's PFE Position: Q4 2024 in Review

Advisory Resource Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,220 shares — an estimated $209K sold.

Advisory Resource Group first reported a position in PFE in Q4 2018 and held it in 23 quarters. The position peaked at $2.13M in Q4 2020. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Advisory Resource Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Advisory Resource Group sold 7,220 Pfizer shares in Q4 2024, an estimated $209K.
  • Advisory Resource Group first reported a position in Pfizer in Q4 2018 and held it in 23 quarters.
  • Advisory Resource Group's Pfizer position peaked at $2.13M in Q4 2020.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.