CWC
PFE icon

Carolinas Wealth Consulting’s Pfizer PFE Stock Holding History

Carolinas Wealth Consulting’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
-2,506
Closed -$63.5K – 680
2025
Q1 		$63.5K Sell
2,506
-485
-16% -$12.7K 0.01% 318
2024
Q4 		$79.4K Buy
2,991
+151
+5% +$4.1K 0.02% 289
2024
Q3 		$82.2K Buy
2,840
+124
+5% +$3.62K 0.01% 293
2024
Q2 		$76K Sell
2,716
-2,265
-45% -$62.4K 0.01% 303
2024
Q1 		$138K Sell
4,981
-10,584
-68% -$294K 0.03% 222
2023
Q4 		$141K Sell
15,565
-142
-0.9% -$4.29K 0.03% 194
2023
Q3 		$154K Buy
15,707
+881
+6% +$31.2K 0.04% 174
2023
Q2 		$150K Sell
14,826
-1,015
-6% -$39.5K 0.03% 207
2023
Q1 		$207K Buy
15,841
+1,073
+7% +$46.3K 0.04% 171
2022
Q4 		$202K Sell
14,768
-13
-0.1% -$623 0.05% 161
2022
Q3 		$175K Sell
14,781
-57
-0.4% -$2.77K 0.04% 168
2022
Q2 		$210K Buy
14,838
+10,917
+278% +$556K 0.05% 154
2022
Q1 		$203K Buy
3,921
+19
+0.5% +$986 0.04% 167
2021
Q4 		$230K Buy
3,902
+366
+10% +$18.1K 0.05% 158
2021
Q3 		$152K Sell
3,536
-2,543
-42% -$113K 0.04% 188
2021
Q2 		$238K Sell
6,079
-277
-4% -$10.8K 0.05% 151
2021
Q1 		$230K Buy
6,356
+185
+3% +$6.57K 0.06% 150
2020
Q4 		$227K Buy
6,171
+674
+12% +$24.7K 0.06% 137
2020
Q3 		$191K Buy
5,497
+3,444
+168% +$121K 0.06% 135
2020
Q2 		$64K Buy
+2,053
New +$69.7K 0.03% 178

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Carolinas Wealth Consulting's PFE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pfizer (PFE) in Q2 2025, closing a stake of 2,506 shares — an estimated $63.5K sold.

Carolinas Wealth Consulting first reported a position in PFE in Q2 2020 and held it in 20 quarters. The position peaked at $238K in Q2 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,506 Pfizer shares in Q2 2025, an estimated $63.5K.
  • Carolinas Wealth Consulting first reported a position in Pfizer in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Pfizer position peaked at $238K in Q2 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.