Cerro Pacific Wealth Advisors’s Pfizer PFE Stock Holding History

Cerro Pacific 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
2025 Q1	–	Sell	-6,980	Closed	-$202K	–	168
2024 Q4	$202K	Sell	6,980 -363	-5%	-$9.85K	0.07%	157
2024 Q3	$205K	Hold	7,343	–	–	0.08%	142
2024 Q2	$205K	Buy	+7,343	New	+$202K	0.08%	143
2023 Q1	$446K	Sell	10,920 -7,617	-41%	-$329K	0.25%	97
2022 Q4	$950K	Sell	18,537 -1,687	-8%	-$80.9K	0.5%	58
2022 Q3	$885K	Buy	20,224 +5,135	+34%	+$250K	0.54%	50
2022 Q2	$791K	Sell	15,089 -5,051	-25%	-$257K	0.49%	51
2022 Q1	$1.04M	Sell	20,140 -190	-0.9%	-$9.86K	0.64%	38
2021 Q4	$1.2M	Buy	20,330 +261	+1%	+$12.9K	0.76%	31
2021 Q3	$863K	Buy	20,069 +6,830	+52%	+$303K	0.62%	41
2021 Q2	$518K	Buy	+13,239	New	+$515K	0.38%	79
2020 Q4	$283K	Buy	+7,694	New	+$282K	0.17%	92

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's PFE Position: Q1 2025 in Review

Cerro Pacific Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 6,980 shares — an estimated $202K sold.

Cerro Pacific Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 12 quarters. The position peaked at $1.2M in Q4 2021. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Cerro Pacific Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 6,980 Pfizer shares in Q1 2025, an estimated $202K.
Cerro Pacific Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 12 quarters.
Cerro Pacific Wealth Advisors's Pfizer position peaked at $1.2M in Q4 2021.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.