Global Financial Private Client’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
-7,562
Closed -$192K 1208
2025
Q1
$192K Buy
7,562
+131
+2% +$3.43K 0.07% 201
2024
Q4
$197K Sell
7,431
-1,034
-12% -$28K 0.07% 201
2024
Q3
$245K Buy
8,465
+1,242
+17% +$36.2K 0.1% 183
2024
Q2
$202K Sell
7,223
-1,360
-16% -$37.4K 0.08% 183
2024
Q1
$238K Hold
8,583
0.1% 170
2023
Q4
$247K Sell
8,583
-65
-0.8% -$1.97K 0.12% 160
2023
Q3
$294K Hold
8,648
0.15% 138
2023
Q2
$317K Sell
8,648
-19,276
-69% -$750K 0.16% 140
2023
Q1
$1.15M Buy
27,924
+479
+2% +$20.7K 0.6% 41
2022
Q4
$1.41M Buy
27,445
+8,192
+43% +$393K 0.79% 30
2022
Q3
$850K Buy
19,253
+4,074
+27% +$198K 0.49% 53
2022
Q2
$794K Buy
15,179
+6,060
+66% +$309K 0.45% 57
2022
Q1
$470K Hold
9,119
0.23% 95
2021
Q4
$539K Buy
9,119
+2,200
+32% +$109K 0.26% 86
2021
Q3
$297K Hold
6,919
0.15% 114
2021
Q2
$274K Sell
6,919
-63
-0.9% -$2.45K 0.15% 114
2021
Q1
$253K Hold
6,982
0.18% 100
2020
Q4
$257K Sell
6,982
-1,587
-19% -$58.2K 0.2% 87
2020
Q3
$296K Sell
8,569
-487
-5% -$17.1K 0.26% 75
2020
Q2
$290K Sell
9,056
-99
-1% -$3.36K 0.25% 83
2020
Q1
$276K Sell
9,155
-205
-2% -$6.99K 0.29% 81
2019
Q4
$348K Buy
+9,360
New +$333K 0.29% 81

Other funds holding PFE

Global Financial Private Client's PFE Position: Q2 2025 in Review

Global Financial Private Client sold out of Pfizer (PFE) in Q2 2025, closing a stake of 7,562 shares — an estimated $192K sold.

Global Financial Private Client first reported a position in PFE in Q4 2019 and held it in 22 quarters. The position peaked at $1.41M in Q4 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Global Financial Private Client reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7,562 Pfizer shares in Q2 2025, an estimated $192K.
  • Global Financial Private Client first reported a position in Pfizer in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Pfizer position peaked at $1.41M in Q4 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.