Edge Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,517
| Closed | -$216K | – | 84 |
|
|
2025
Q1 | $216K | Hold |
8,517
| – | – | 0.04% | 71 |
|
|
2024
Q4 | $226K | Buy |
8,517
+500
| +6% | +$13.6K | 0.05% | 70 |
|
|
2024
Q3 | $232K | Hold |
8,017
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $224K | Sell |
8,017
-252,163
| -97% | -$6.94M | 0.05% | 66 |
|
|
2024
Q1 | $7.22M | Buy |
260,180
+5,121
| +2% | +$142K | 1.52% | 24 |
|
|
2023
Q4 | $7.34M | Sell |
255,059
-7,874
| -3% | -$238K | 1.61% | 23 |
|
|
2023
Q3 | $8.72M | Sell |
262,933
-6,125
| -2% | -$217K | 2.04% | 19 |
|
|
2023
Q2 | $9.87M | Buy |
269,058
+9,292
| +4% | +$362K | 2.15% | 19 |
|
|
2023
Q1 | $10.6M | Buy |
259,766
+545
| +0.2% | +$23.5K | 2.43% | 15 |
|
|
2022
Q4 | $13.2M | Sell |
259,221
-30,864
| -11% | -$1.48M | 3.06% | 11 |
|
|
2022
Q3 | $12.8M | Buy |
290,085
+7,775
| +3% | +$378K | 2.84% | 11 |
|
|
2022
Q2 | $14.8M | Sell |
282,310
-5,295
| -2% | -$270K | 3.2% | 10 |
|
|
2022
Q1 | $14.9M | Buy |
287,605
+2,618
| +0.9% | +$136K | 2.93% | 10 |
|
|
2021
Q4 | $16.8M | Sell |
284,987
-1,803
| -0.6% | -$89.3K | 3.08% | 6 |
|
|
2021
Q3 | $12.3M | Buy |
286,790
+5,591
| +2% | +$248K | 2.41% | 15 |
|
|
2021
Q2 | $11M | Buy |
281,199
+559
| +0.2% | +$21.7K | 2.24% | 17 |
|
|
2021
Q1 | $10.2M | Buy |
280,640
+21,694
| +8% | +$770K | 2.16% | 17 |
|
|
2020
Q4 | $9.49M | Sell |
258,946
-28,789
| -10% | -$1.06M | 2.16% | 14 |
|
|
2020
Q3 | $10M | Sell |
287,735
-23,221
| -7% | -$814K | 2.31% | 10 |
|
|
2020
Q2 | $9.65M | Sell |
310,956
-14,892
| -5% | -$506K | 1.83% | 15 |
|
|
2020
Q1 | $10.1M | Buy |
325,848
+3,872
| +1% | +$132K | 2.2% | 13 |
|
|
2019
Q4 | $11.9M | Buy |
321,976
+35,441
| +12% | +$1.26M | 2.38% | 13 |
|
|
2019
Q3 | $9.77M | Buy |
286,535
+4,618
| +2% | +$168K | 2.25% | 16 |
|
|
2019
Q2 | $11.5M | Sell |
281,917
-11,937
| -4% | -$474K | 2.56% | 12 |
|
|
2019
Q1 | $11.9M | Buy |
293,854
+4,633
| +2% | +$186K | 2.92% | 7 |
|
|
2018
Q4 | $12M | Sell |
289,221
-2,923
| -1% | -$121K | 3.38% | 6 |
|
|
2018
Q3 | $12.2M | Sell |
292,144
-44,252
| -13% | -$1.7M | 2.93% | 10 |
|
|
2018
Q2 | $11.6M | Sell |
336,396
-10,619
| -3% | -$363K | 2.95% | 10 |
|
|
2018
Q1 | $11.7M | Buy |
347,015
+11,226
| +3% | +$386K | 3.1% | 9 |
|
|
2017
Q4 | $11.6M | Sell |
335,789
-18,792
| -5% | -$641K | 3.28% | 9 |
|
|
2017
Q3 | $12M | Sell |
354,581
-7,401
| -2% | -$238K | 3.62% | 9 |
|
|
2017
Q2 | $11.5M | Buy |
361,982
+12,355
| +4% | +$390K | 3.63% | 6 |
|
|
2017
Q1 | $11.4M | Sell |
349,627
-24,155
| -6% | -$762K | 3.94% | 5 |
|
|
2016
Q4 | $11.5M | Buy |
373,782
+53,791
| +17% | +$1.64M | 4.36% | 5 |
|
|
2016
Q3 | $9.95M | Buy |
319,991
+5,615
| +2% | +$188K | 4.23% | 4 |
|
|
2016
Q2 | $10.5M | Sell |
314,376
-12,900
| -4% | -$412K | 4.36% | 4 |
|
|
2016
Q1 | $9.2M | Buy |
327,276
+193,567
| +145% | +$5.53M | 4.17% | 3 |
|
|
2015
Q4 | $4.11M | Sell |
133,709
-74,734
| -36% | -$2.35M | 1.55% | 24 |
|
|
2015
Q3 | $6.15M | Sell |
208,443
-9,275
| -4% | -$297K | 2.32% | 14 |
|
|
2015
Q2 | $6.91M | Sell |
217,718
-5,035
| -2% | -$164K | 2.36% | 17 |
|
|
2015
Q1 | $7.42M | Sell |
222,753
-9,979
| -4% | -$317K | 2.49% | 13 |
|
|
2014
Q4 | $6.91M | Buy |
232,732
+150,091
| +182% | +$4.3M | 2.53% | 12 |
|
|
2014
Q3 | $2.33M | Buy |
82,641
+47,190
| +133% | +$1.32M | 0.9% | 30 |
|
|
2014
Q2 | $999K | Buy |
35,451
+33,598
| +1,813% | +$958K | 0.42% | 40 |
|
|
2014
Q1 | $56K | Buy |
1,853
+694
| +60% | +$20.7K | 0.02% | 169 |
|
|
2013
Q4 | $34K | Sell |
1,159
-264,968
| -100% | -$7.71M | 0.02% | 183 |
|
|
2013
Q3 | $7.25M | Buy |
266,127
+149
| +0.1% | +$4.05K | 4.42% | 5 |
|
|
2013
Q2 | $7.12M | Buy |
+265,978
| New | +$7.35M | 4.76% | 4 |
|
Other funds holding PFE
Edge Wealth Management's PFE Position: Q2 2025 in Review
Edge Wealth Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,517 shares — an estimated $216K sold.
Edge Wealth Management first reported a position in PFE in Q2 2013 and held it in 48 quarters. The position peaked at $16.8M in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.
- Edge Wealth Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
- Edge Wealth Management sold 8,517 Pfizer shares in Q2 2025, an estimated $216K.
- Edge Wealth Management first reported a position in Pfizer in Q2 2013 and held it in 48 quarters.
- Edge Wealth Management's Pfizer position peaked at $16.8M in Q4 2021.
- 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.
Based on Edge Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.