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EnRich Financial Partners’s Pfizer PFE Stock Holding History

EnRich Financial Partners’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
-3,615
Closed -$95.9K – 171
2024
Q4 		$95.9K Buy
3,615
+385
+12% +$10.4K 0.03% 77
2024
Q3 		$93.5K Hold
3,230
– – 0.03% 77
2024
Q2 		$90.4K Hold
3,230
– – 0.03% 77
2024
Q1 		$89.6K Buy
+3,230
New +$89.6K 0.03% 73

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TIM
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EnRich Financial Partners's PFE Position: Q1 2025 in Review

EnRich Financial Partners sold out of Pfizer (PFE) in Q1 2025, closing a stake of 3,615 shares — an estimated $95.9K sold.

EnRich Financial Partners first reported a position in PFE in Q1 2024 and held it in 4 quarters. The position peaked at $95.9K in Q4 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • EnRich Financial Partners reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 3,615 Pfizer shares in Q1 2025, an estimated $95.9K.
  • EnRich Financial Partners first reported a position in Pfizer in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Pfizer position peaked at $95.9K in Q4 2024.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.