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Geller Advisors’s Pfizer PFE Stock Holding History

Geller 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
2024
Q4 		$791K Sell
29,830
-83
-0.3% -$2.25K 0.05% 84
2024
Q3 		$866K Buy
29,913
+434
+1% +$12.7K 0.06% 85
2024
Q2 		$825K Buy
29,479
+4,965
+20% +$137K 0.06% 90
2024
Q1 		$680K Sell
24,514
-5,833
-19% -$162K 0.06% 104
2023
Q4 		$874K Sell
30,347
-4,462
-13% -$135K 0.09% 75
2023
Q3 		$1.15M Buy
34,809
+3,515
+11% +$124K 0.13% 46
2023
Q2 		$1.15M Buy
31,294
+13,375
+75% +$521K 0.14% 46
2023
Q1 		$731K Buy
17,919
+3,259
+22% +$141K 0.11% 41
2022
Q4 		$751K Buy
14,660
+510
+4% +$24.5K 0.13% 39
2022
Q3 		$619K Buy
14,150
+6,483
+85% +$315K 0.13% 38
2022
Q2 		$402K Buy
7,667
+137
+2% +$6.98K 0.08% 63
2022
Q1 		$390K Sell
7,530
-1,378
-15% -$71.5K 0.07% 77
2021
Q4 		$526K Buy
8,908
+134
+2% +$6.64K 0.1% 58
2021
Q3 		$377K Buy
8,774
+225
+3% +$9.97K 0.08% 77
2021
Q2 		$335K Sell
8,549
-75
-0.9% -$2.92K 0.07% 81
2021
Q1 		$312K Buy
8,624
+1,381
+19% +$49K 0.07% 78
2020
Q4 		$307K Sell
7,243
-391
-5% -$14.3K 0.08% 75
2020
Q3 		$266K Buy
7,634
+340
+5% +$11.9K 0.08% 63
2020
Q2 		$226K Buy
+7,294
New +$248K 0.07% 70
2016
Q4 		– Sell
-13,249
Closed -$426K – 29
2016
Q3 		$426K Buy
13,249
+5,181
+64% +$173K 0.24% 18
2016
Q2 		$270K Hold
8,068
– – 0.16% 20
2016
Q1 		$227K Sell
8,068
-554
-6% -$15.8K 0.14% 23
2015
Q4 		$264K Buy
8,622
+554
+7% +$17.4K 0.16% 25
2015
Q3 		$240K Sell
8,068
-1,054
-12% -$33.8K 0.15% 24
2015
Q2 		$290K Hold
9,122
– – 0.17% 25
2015
Q1 		$301K Hold
9,122
– – 0.17% 27
2014
Q4 		$270K Buy
+9,122
New +$262K 0.16% 29

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's PFE Position: Q4 2024 in Review

Geller Advisors reduced its Pfizer (PFE) stake by 0.28% in Q4 2024, selling an estimated $2.25K and leaving 29,830 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #84.

Geller Advisors first reported a position in PFE in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.15M in Q3 2023. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Geller Advisors held 29,830 shares of Pfizer worth $791K as of Q4 2024.
  • Geller Advisors sold 83 Pfizer shares in Q4 2024, an estimated $2.25K.
  • Pfizer made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #84 holding.
  • Geller Advisors first reported a position in Pfizer in Q4 2014 and has held it in 27 quarters since.
  • Geller Advisors's Pfizer position peaked at $1.15M in Q3 2023.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.