AllSquare Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90.1K | Sell |
3,538
-1,100
| -24% | -$27.1K | 0.05% | 166 |
|
|
2025
Q2 | $112K | Hold |
4,638
| – | – | 0.06% | 145 |
|
|
2025
Q1 | $118K | Hold |
4,638
| – | – | 0.07% | 139 |
|
|
2024
Q4 | $123K | Sell |
4,638
-2,000
| -30% | -$54.3K | 0.07% | 134 |
|
|
2024
Q3 | $192K | Hold |
6,638
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $186K | Hold |
6,638
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $184K | Sell |
6,638
-564
| -8% | -$15.7K | 0.11% | 108 |
|
|
2023
Q4 | $207K | Sell |
7,202
-600
| -8% | -$18.1K | 0.13% | 101 |
|
|
2023
Q3 | $259K | Sell |
7,802
-11
| -0.1% | -$389 | 0.17% | 83 |
|
|
2023
Q2 | $289K | Hold |
7,813
| – | – | 0.19% | 76 |
|
|
2023
Q1 | $319K | Buy |
7,813
+300
| +4% | +$13K | 0.21% | 69 |
|
|
2022
Q4 | $385K | Hold |
7,513
| – | – | 0.26% | 53 |
|
|
2022
Q3 | $329K | Hold |
7,513
| – | – | 0.24% | 54 |
|
|
2022
Q2 | $394K | Hold |
7,513
| – | – | 0.27% | 53 |
|
|
2022
Q1 | $389K | Buy |
7,513
+11
| +0.1% | +$571 | 0.23% | 61 |
|
|
2021
Q4 | $443K | Sell |
7,502
-400
| -5% | -$19.8K | 0.26% | 53 |
|
|
2021
Q3 | $340K | Buy |
7,902
+200
| +3% | +$8.86K | 0.2% | 64 |
|
|
2021
Q2 | $302K | Hold |
7,702
| – | – | 0.18% | 75 |
|
|
2021
Q1 | $279K | Buy |
7,702
+300
| +4% | +$10.7K | 0.17% | 75 |
|
|
2020
Q4 | $272K | Sell |
7,402
-473
| -6% | -$17.4K | 0.18% | 67 |
|
|
2020
Q3 | $274K | Hold |
7,875
| – | – | 0.2% | 61 |
|
|
2020
Q2 | $244K | Buy |
7,875
+527
| +7% | +$17.9K | 0.18% | 67 |
|
|
2020
Q1 | $228K | Sell |
7,348
-633
| -8% | -$21.6K | 0.2% | 60 |
|
|
2019
Q4 | $297K | Hold |
7,981
| – | – | 0.21% | 66 |
|
|
2019
Q3 | $272K | Sell |
7,981
-527
| -6% | -$19.2K | 0.2% | 68 |
|
|
2019
Q2 | $350K | Sell |
8,508
-2,497
| -23% | -$99.2K | 0.26% | 52 |
|
|
2019
Q1 | $443K | Sell |
11,005
-1,054
| -9% | -$42.2K | 0.33% | 44 |
|
|
2018
Q4 | $499K | Hold |
12,059
| – | – | 0.41% | 35 |
|
|
2018
Q3 | $504K | Hold |
12,059
| – | – | 0.38% | 39 |
|
|
2018
Q2 | $415K | Buy |
12,059
+747
| +7% | +$25.5K | 0.31% | 45 |
|
|
2018
Q1 | $381K | Buy |
11,312
+348
| +3% | +$12K | 0.3% | 44 |
|
|
2017
Q4 | $377K | Hold |
10,964
| – | – | 0.3% | 44 |
|
|
2017
Q3 | $371K | Hold |
10,964
| – | – | 0.3% | 44 |
|
|
2017
Q2 | $349K | Hold |
10,964
| – | – | 0.35% | 31 |
|
|
2017
Q1 | $356K | Hold |
10,964
| – | – | 0.31% | 42 |
|
|
2016
Q4 | $338K | Hold |
10,964
| – | – | 0.31% | 42 |
|
|
2016
Q3 | $352K | Sell |
10,964
-527
| -5% | -$17.6K | 0.34% | 38 |
|
|
2016
Q2 | $384K | Hold |
11,491
| – | – | 0.38% | 30 |
|
|
2016
Q1 | $323K | Hold |
11,491
| – | – | 0.32% | 38 |
|
|
2015
Q4 | $352K | Buy |
11,491
+3,162
| +38% | +$99.5K | 0.35% | 35 |
|
|
2015
Q3 | $248K | Hold |
8,329
| – | – | 0.25% | 42 |
|
|
2015
Q2 | $265K | Hold |
8,329
| – | – | 0.25% | 43 |
|
|
2015
Q1 | $275K | Buy |
8,329
+316
| +4% | +$10K | 0.26% | 41 |
|
|
2014
Q4 | $237K | Buy |
+8,013
| New | +$230K | 0.23% | 44 |
|
Other funds holding PFE
AllSquare Wealth Management's PFE Position: Q3 2025 in Review
AllSquare Wealth Management reduced its Pfizer (PFE) stake by 24% in Q3 2025, selling an estimated $27.1K and leaving 3,538 shares worth $90.1K. The position accounts for 0.05% of the portfolio, ranked #166.
AllSquare Wealth Management first reported a position in PFE in Q4 2014 and has held it in 44 quarters since. The position peaked at $504K in Q3 2018. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.
- AllSquare Wealth Management held 3,538 shares of Pfizer worth $90.1K as of Q3 2025.
- AllSquare Wealth Management sold 1,100 Pfizer shares in Q3 2025, an estimated $27.1K.
- Pfizer made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #166 holding.
- AllSquare Wealth Management first reported a position in Pfizer in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Pfizer position peaked at $504K in Q3 2018.
- 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.