Delos Wealth Advisors’s Pfizer PFE Stock Holding History

Delos 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	-350	Closed	-$9.29K	–	151
2024 Q4	$9.29K	Hold	350	–	–	0.01%	113
2024 Q3	$10.1K	Hold	350	–	–	0.01%	111
2024 Q2	$9.79K	Hold	350	–	–	0.01%	128
2024 Q1	$9.71K	Sell	350 -300	-46%	-$8.32K	0.01%	126
2023 Q4	$18.7K	Sell	650 -50	-7%	-$1.51K	0.03%	88
2023 Q3	$24.8K	Hold	700	–	–	0.03%	96
2023 Q2	$25.7K	Hold	700	–	–	0.03%	89
2023 Q1	$28.6K	Sell	700 -100	-13%	-$4.32K	0.04%	79
2022 Q4	$41K	Hold	800	–	–	0.06%	65
2022 Q3	$35K	Buy	800 +400	+100%	+$19.4K	0.04%	65
2022 Q2	$21K	Hold	400	–	–	0.02%	89
2022 Q1	$21K	Hold	400	–	–	0.02%	110
2021 Q4	$24K	Buy	+400	New	+$19.8K	0.02%	121

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Delos Wealth Advisors's PFE Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 350 shares — an estimated $9.29K sold.

Delos Wealth Advisors first reported a position in PFE in Q4 2021 and held it in 13 quarters. The position peaked at $41K in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Delos Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 350 Pfizer shares in Q1 2025, an estimated $9.29K.
Delos Wealth Advisors first reported a position in Pfizer in Q4 2021 and held it in 13 quarters.
Delos Wealth Advisors's Pfizer position peaked at $41K in Q4 2022.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.