Correct Capital Wealth Management’s Pfizer PFE Stock Holding History

Correct Capital 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	-55,370	Closed	-$1.6M	–	122
2024 Q3	$1.6M	Buy	55,370 +18,348	+50%	+$535K	0.35%	33
2024 Q2	$1.04M	Buy	37,022 +5,322	+17%	+$147K	0.24%	50
2024 Q1	$880K	Buy	31,700 +24,501	+340%	+$680K	0.2%	63
2023 Q4	$207K	Buy	+7,199	New	+$218K	0.05%	124

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

Correct Capital Wealth Management's PFE Position: Q4 2024 in Review

Correct Capital Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 55,370 shares — an estimated $1.6M sold.

Correct Capital Wealth Management first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $1.6M in Q3 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Correct Capital Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Correct Capital Wealth Management sold 55,370 Pfizer shares in Q4 2024, an estimated $1.6M.
Correct Capital Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
Correct Capital Wealth Management's Pfizer position peaked at $1.6M in Q3 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Correct Capital Wealth Management's 13F filing for Q4 2024, filed 30 Apr 2025.