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Anderson Financial Strategies’s Pfizer PFE Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-645
Closed -$16.3K – 156
2025
Q1 		$16.3K Hold
645
– – 0.01% 143
2024
Q4 		$17.1K Buy
+645
New +$17.5K 0.01% 80

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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State Farm Mutual Automobile Insurance
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Anderson Financial Strategies's PFE Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Pfizer (PFE) in Q2 2025, closing a stake of 645 shares — an estimated $16.3K sold.

Anderson Financial Strategies first reported a position in PFE in Q4 2024 and held it in 2 quarters. The position peaked at $17.1K in Q4 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 645 Pfizer shares in Q2 2025, an estimated $16.3K.
  • Anderson Financial Strategies first reported a position in Pfizer in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Pfizer position peaked at $17.1K in Q4 2024.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.