Cahaba Wealth Management’s Pfizer PFE Stock Holding History

Cahaba Wealth Management’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	-6,914	Closed	-$200K	–	150
2024 Q3	$200K	Sell	6,914 -1,531	-18%	-$44.7K	0.02%	145
2024 Q2	$236K	Sell	8,445 -195	-2%	-$5.37K	0.02%	131
2024 Q1	$240K	Sell	8,640 -1,181	-12%	-$32.8K	0.02%	135
2023 Q4	$283K	Sell	9,821 -1,336	-12%	-$40.4K	0.03%	112
2023 Q3	$370K	Sell	11,157 -1,493	-12%	-$52.8K	0.04%	94
2023 Q2	$464K	Buy	12,650 +385	+3%	+$15K	0.05%	83
2023 Q1	$500K	Buy	12,265 +73	+0.6%	+$3.15K	0.06%	78
2022 Q4	$625K	Buy	12,192 +897	+8%	+$43K	0.08%	64
2022 Q3	$494K	Buy	11,295 +75	+0.7%	+$3.64K	0.07%	70
2022 Q2	$588K	Sell	11,220 -1,705	-13%	-$86.9K	0.08%	66
2022 Q1	$634K	Buy	12,925 +782	+6%	+$40.6K	0.09%	64
2021 Q4	$717K	Buy	12,143 +1,106	+10%	+$54.8K	0.1%	59
2021 Q3	$474K	Buy	+11,037	New	+$489K	0.07%	77

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

Cahaba Wealth Management's PFE Position: Q4 2024 in Review

Cahaba Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,914 shares — an estimated $200K sold.

Cahaba Wealth Management first reported a position in PFE in Q3 2021 and held it in 13 quarters. The position peaked at $717K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Cahaba Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Cahaba Wealth Management sold 6,914 Pfizer shares in Q4 2024, an estimated $200K.
Cahaba Wealth Management first reported a position in Pfizer in Q3 2021 and held it in 13 quarters.
Cahaba Wealth Management's Pfizer position peaked at $717K in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Cahaba Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.