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IFG Advisors’s Pfizer PFE Stock Holding History

IFG 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 		– Sell
-10,301
Closed -$298K – 150
2024
Q3 		$298K Sell
10,301
-198
-2% -$5.78K 0.06% 110
2024
Q2 		$294K Buy
10,499
+21
+0.2% +$578 0.07% 107
2024
Q1 		$291K Buy
10,478
+21
+0.2% +$583 0.08% 106
2023
Q4 		$301K Buy
10,457
+18
+0.2% +$544 0.09% 98
2023
Q3 		$346K Buy
10,439
+4
+0% +$141 0.12% 85
2023
Q2 		$383K Buy
10,435
+13
+0.1% +$506 0.14% 80
2023
Q1 		$425K Buy
10,422
+13
+0.1% +$561 0.17% 69
2022
Q4 		$533K Sell
10,409
-230
-2% -$11K 0.23% 55
2022
Q3 		$466K Buy
10,639
+389
+4% +$18.9K 0.24% 57
2022
Q2 		$537K Buy
10,250
+11
+0.1% +$561 0.27% 51
2022
Q1 		$530K Buy
10,239
+10
+0.1% +$519 0.23% 64
2021
Q4 		$604K Sell
10,229
-42
-0.4% -$2.08K 0.26% 55
2021
Q3 		$442K Buy
10,271
+160
+2% +$7.09K 0.2% 63
2021
Q2 		$396K Buy
10,111
+2,123
+27% +$82.6K 0.19% 70
2021
Q1 		$289K Buy
7,988
+12
+0.2% +$426 0.16% 76
2020
Q4 		$294K Sell
7,976
-420
-5% -$15.4K 0.18% 66
2020
Q3 		$292K Buy
8,396
+38
+0.5% +$1.33K 0.21% 65
2020
Q2 		$259K Buy
8,358
+11
+0.1% +$374 0.2% 66
2020
Q1 		$258K Buy
8,347
+223
+3% +$7.6K 0.25% 62
2019
Q4 		$302K Buy
8,124
+10
+0.1% +$356 0.25% 45
2019
Q3 		$277K Buy
+8,114
New +$295K 0.26% 47

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

IFG Advisors's PFE Position: Q4 2024 in Review

IFG Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 10,301 shares — an estimated $298K sold.

IFG Advisors first reported a position in PFE in Q3 2019 and held it in 21 quarters. The position peaked at $604K in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • IFG Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • IFG Advisors sold 10,301 Pfizer shares in Q4 2024, an estimated $298K.
  • IFG Advisors first reported a position in Pfizer in Q3 2019 and held it in 21 quarters.
  • IFG Advisors's Pfizer position peaked at $604K in Q4 2021.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on IFG Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.