Householder Group Estate & Retirement Specialist’s Pfizer PFE Stock Holding History

Householder Group Estate & Retirement Specialist’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	$80K	Sell	3,015 -4,278	-59%	-$116K	0.06%	174
2024 Q3	$211K	Sell	7,293 -1,744	-19%	-$50.9K	0.06%	238
2024 Q2	$252K	Sell	9,037 -680	-7%	-$18.7K	0.07%	214
2024 Q1	$270K	Buy	9,717 +399	+4%	+$11.1K	0.08%	200
2023 Q4	$268K	Buy	9,318 +150	+2%	+$4.53K	0.09%	203
2023 Q3	$304K	Buy	+9,168	New	+$324K	0.11%	161
2023 Q1	$412K	Buy	+10,097	New	+$436K	0.16%	123
2022 Q4	–	Sell	-9,468	Closed	-$414K	–	874
2022 Q3	$414K	Buy	9,468 +2	+0%	+$97	0.17%	125
2022 Q2	$496K	Buy	9,466 +986	+12%	+$50.2K	0.22%	110
2022 Q1	$439K	Buy	8,480 +506	+6%	+$26.3K	0.18%	130
2021 Q4	$471K	Buy	+7,974	New	+$395K	0.18%	131

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PFE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Pfizer (PFE) stake by 59% in Q4 2024, selling an estimated $116K and leaving 3,015 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #174.

Householder Group Estate & Retirement Specialist first reported a position in PFE in Q4 2021 and has held it in 11 quarters since. The position peaked at $496K in Q2 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,015 shares of Pfizer worth $80K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,278 Pfizer shares in Q4 2024, an estimated $116K.
Pfizer made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #174 holding.
Householder Group Estate & Retirement Specialist first reported a position in Pfizer in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Pfizer position peaked at $496K in Q2 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.