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Artemis Wealth Advisors’s Pfizer PFE Stock Holding History

Artemis Wealth Advisors’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
-6,936
Closed -$201K – 42
2024
Q3 		$201K Buy
+6,936
New +$202K 0.02% 33
2023
Q4 		– Sell
-6,946
Closed -$230K – 60
2023
Q3 		$230K Hold
6,946
– – 0.04% 28
2023
Q2 		$255K Hold
6,946
– – 0.05% 26
2023
Q1 		$283K Hold
6,946
– – 0.07% 18
2022
Q4 		$356K Hold
6,946
– – 0.11% 18
2022
Q3 		$304K Hold
6,946
– – 0.08% 20
2022
Q2 		$364K Buy
+6,946
New +$354K 0.1% 23
2020
Q1 		– Sell
-2,964
Closed -$110K – 114
2019
Q4 		$110K Buy
+2,964
New +$106K 0.04% 18

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

Artemis Wealth Advisors's PFE Position: Q4 2024 in Review

Artemis Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,936 shares — an estimated $201K sold.

Artemis Wealth Advisors first reported a position in PFE in Q4 2019 and held it in 8 quarters. The position peaked at $364K in Q2 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Artemis Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Artemis Wealth Advisors sold 6,936 Pfizer shares in Q4 2024, an estimated $201K.
  • Artemis Wealth Advisors first reported a position in Pfizer in Q4 2019 and held it in 8 quarters.
  • Artemis Wealth Advisors's Pfizer position peaked at $364K in Q2 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Artemis Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.