Integrity Financial’s Pfizer PFE Stock Holding History

Integrity Financial’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	-39,213	Closed	-$1.13M	–	256
2024 Q3	$1.13M	Hold	39,213	–	–	0.67%	36
2024 Q2	$1.1M	Sell	39,213 -1,204	-3%	-$33.1K	0.69%	35
2024 Q1	$1.12M	Hold	40,417	–	–	0.77%	32
2023 Q4	$1.16M	Sell	40,417 -487	-1%	-$14.7K	0.84%	29
2023 Q3	$1.36M	Buy	40,904 +220	+0.5%	+$7.78K	1.03%	25
2023 Q2	$1.49M	Sell	40,684 -514	-1%	-$20K	1.09%	24
2023 Q1	$1.68M	Buy	41,198 +781	+2%	+$33.7K	1.36%	19
2022 Q4	$2.07M	Hold	40,417	–	–	1.96%	15
2022 Q3	$1.77M	Hold	40,417	–	–	1.85%	14
2022 Q2	$2.12M	Sell	40,417 -102	-0.3%	-$5.2K	2.01%	14
2022 Q1	$2.1M	Hold	40,519	–	–	1.72%	17
2021 Q4	$2.39M	Buy	+40,519	New	+$2.01M	1.77%	16

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

Integrity Financial's PFE Position: Q4 2024 in Review

Integrity Financial sold out of Pfizer (PFE) in Q4 2024, closing a stake of 39,213 shares — an estimated $1.13M sold.

Integrity Financial first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $2.39M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Integrity Financial reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Integrity Financial sold 39,213 Pfizer shares in Q4 2024, an estimated $1.13M.
Integrity Financial first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
Integrity Financial's Pfizer position peaked at $2.39M in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Integrity Financial's 13F filing for Q4 2024, filed 13 Feb 2025.