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JDM Financial Group’s Pfizer PFE Stock Holding History

JDM Financial 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
2024
Q4 		– Sell
-63
Closed -$1.82K – 403
2024
Q3 		$1.82K Buy
+63
New +$1.84K ﹤0.01% 257
2023
Q2 		– Sell
-557
Closed -$22.7K – 219
2023
Q1 		$22.7K Sell
557
-290
-34% -$12.5K 0.02% 95
2022
Q4 		$43.4K Buy
+847
New +$40.6K 0.04% 70

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

JDM Financial Group's PFE Position: Q4 2024 in Review

JDM Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 63 shares — an estimated $1.82K sold.

JDM Financial Group first reported a position in PFE in Q4 2022 and held it in 3 quarters. The position peaked at $43.4K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • JDM Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 63 Pfizer shares in Q4 2024, an estimated $1.82K.
  • JDM Financial Group first reported a position in Pfizer in Q4 2022 and held it in 3 quarters.
  • JDM Financial Group's Pfizer position peaked at $43.4K in Q4 2022.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.