Blodgett Wealth Advisors’s Pfizer PFE Stock Holding History

Blodgett 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	-13,461	Closed	-$390K	–	61
2024 Q3	$390K	Sell	13,461 -981	-7%	-$28.6K	0.33%	40
2024 Q2	$404K	Sell	14,442 -579	-4%	-$15.9K	0.34%	35
2024 Q1	$417K	Sell	15,021 -2,175	-13%	-$60.4K	0.38%	36
2023 Q4	$495K	Sell	17,196 -21,697	-56%	-$656K	0.51%	32
2023 Q3	$1.29M	Sell	38,893 -2,497	-6%	-$88.3K	1.42%	18
2023 Q2	$1.52M	Buy	41,390 +51	+0.1%	+$1.99K	1.57%	16
2023 Q1	$1.69M	Sell	41,339 -448	-1%	-$19.3K	1.95%	14
2022 Q4	$2.14M	Buy	41,787 +202	+0.5%	+$9.69K	2.6%	7
2022 Q3	$1.82M	Buy	41,585 +502	+1%	+$24.4K	2.18%	10
2022 Q2	$2.15M	Sell	41,083 -498	-1%	-$25.4K	2.36%	8
2022 Q1	$2.15M	Buy	41,581 +100	+0.2%	+$5.19K	1.79%	11
2021 Q4	$2.45M	Buy	+41,481	New	+$2.06M	1.9%	12

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Blodgett Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 13,461 shares — an estimated $390K sold.

Blodgett Wealth Advisors first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $2.45M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Blodgett Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Blodgett Wealth Advisors sold 13,461 Pfizer shares in Q4 2024, an estimated $390K.
Blodgett Wealth Advisors first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
Blodgett Wealth Advisors's Pfizer position peaked at $2.45M in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Blodgett Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.