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Hurlow Wealth Management Group’s Pfizer PFE Stock Holding History

Hurlow Wealth Management Group’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
-7,616
Closed -$202K – 125
2024
Q4 		$202K Sell
7,616
-4
-0.1% -$108 0.06% 120
2024
Q3 		$221K Sell
7,620
-421
-5% -$12.3K 0.07% 113
2024
Q2 		$225K Buy
8,041
+296
+4% +$8.15K 0.08% 110
2024
Q1 		$215K Sell
7,745
-1,746
-18% -$48.4K 0.08% 110
2023
Q4 		$273K Sell
9,491
-10,356
-52% -$313K 0.1% 88
2023
Q3 		$658K Sell
19,847
-45
-0.2% -$1.59K 0.29% 42
2023
Q2 		$730K Buy
19,892
+52
+0.3% +$2.02K 0.31% 40
2023
Q1 		$809K Sell
19,840
-21
-0.1% -$907 0.37% 38
2022
Q4 		$1.02M Buy
19,861
+1,136
+6% +$54.5K 0.53% 33
2022
Q3 		$819K Hold
18,725
– – 0.48% 34
2022
Q2 		$982K Hold
18,725
– – 0.57% 31
2022
Q1 		$969K Sell
18,725
-632
-3% -$32.8K 0.59% 30
2021
Q4 		$695K Buy
19,357
+632
+3% +$31.3K 0.55% 30
2021
Q3 		$805K Sell
18,725
-388
-2% -$17.2K 0.48% 32
2021
Q2 		$748K Sell
19,113
-2,979
-13% -$116K 0.49% 32
2021
Q1 		$800K Buy
22,092
+217
+1% +$7.71K 0.58% 31
2020
Q4 		$805K Buy
21,875
+2,139
+11% +$78.5K 0.63% 27
2020
Q3 		$687K Sell
19,736
-68
-0.3% -$2.38K 0.63% 27
2020
Q2 		$662K Hold
19,804
– – 0.64% 27
2020
Q1 		$676K Buy
19,804
+969
+5% +$33K 0.72% 29
2019
Q4 		$724K Hold
18,835
– – 0.71% 28
2019
Q3 		$649K Hold
18,835
– – 0.69% 30
2019
Q2 		$770K Hold
18,835
– – 0.81% 27
2019
Q1 		$726K Hold
18,835
– – 0.78% 27
2018
Q4 		$706K Buy
+18,835
New +$782K 0.85% 28

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hurlow Wealth Management Group's PFE Position: Q1 2025 in Review

Hurlow Wealth Management Group sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,616 shares — an estimated $202K sold.

Hurlow Wealth Management Group first reported a position in PFE in Q4 2018 and held it in 25 quarters. The position peaked at $1.02M in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Hurlow Wealth Management Group reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 7,616 Pfizer shares in Q1 2025, an estimated $202K.
  • Hurlow Wealth Management Group first reported a position in Pfizer in Q4 2018 and held it in 25 quarters.
  • Hurlow Wealth Management Group's Pfizer position peaked at $1.02M in Q4 2022.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2025, filed 8 May 2025.