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Horizons Wealth Management’s Pfizer PFE Stock Holding History

Horizons Wealth Management’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 		– Sell
-155
Closed -$4.47K – 173
2024
Q3 		$4.47K Hold
155
– – ﹤0.01% 153
2024
Q2 		$4.63K Sell
155
-411
-73% -$11.3K ﹤0.01% 150
2024
Q1 		$16.3K Hold
566
– – 0.01% 123
2023
Q4 		$16.3K Sell
566
-101
-15% -$3.05K 0.01% 123
2023
Q3 		$22.1K Sell
667
-40
-6% -$1.42K 0.02% 115
2023
Q2 		$25.9K Sell
707
-503
-42% -$19.6K 0.02% 123
2023
Q1 		$49.3K Hold
1,210
– – 0.04% 87
2022
Q4 		$62K Buy
1,210
+860
+246% +$41.2K 0.05% 81
2022
Q3 		$15K Hold
350
– – 0.01% 111
2022
Q2 		$17K Buy
+350
New +$17.8K 0.01% 112

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

Horizons Wealth Management's PFE Position: Q4 2024 in Review

Horizons Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 155 shares — an estimated $4.47K sold.

Horizons Wealth Management first reported a position in PFE in Q2 2022 and held it in 10 quarters. The position peaked at $62K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Horizons Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 155 Pfizer shares in Q4 2024, an estimated $4.47K.
  • Horizons Wealth Management first reported a position in Pfizer in Q2 2022 and held it in 10 quarters.
  • Horizons Wealth Management's Pfizer position peaked at $62K in Q4 2022.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Horizons Wealth Management's 13F filing for Q4 2024, filed 7 Jan 2025.