Kaydan Wealth Management’s Pfizer PFE Stock Holding History

Kaydan Wealth Management’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	-9,917	Closed	-$287K	–	110
2024 Q3	$287K	Sell	9,917 -2,827	-22%	-$82.5K	0.08%	89
2024 Q2	$357K	Sell	12,744 -1,539	-11%	-$42.4K	0.13%	72
2024 Q1	$396K	Sell	14,283 -910	-6%	-$25.3K	0.14%	70
2023 Q4	$437K	Sell	15,193 -1,818	-11%	-$55K	0.18%	61
2023 Q3	$564K	Sell	17,011 -315	-2%	-$11.1K	0.23%	46
2023 Q2	$636K	Sell	17,326 -268	-2%	-$10.4K	0.27%	43
2023 Q1	$718K	Sell	17,594 -282	-2%	-$12.2K	0.29%	33
2022 Q4	$916K	Sell	17,876 -54	-0.3%	-$2.59K	0.37%	29
2022 Q3	$785K	Sell	17,930 -444	-2%	-$21.6K	0.43%	30
2022 Q2	$963K	Sell	18,374 -86	-0.5%	-$4.38K	0.54%	28
2022 Q1	$956K	Sell	18,460 -79	-0.4%	-$4.1K	0.42%	36
2021 Q4	$1.09M	Buy	+18,539	New	+$919K	0.41%	33

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

Kaydan Wealth Management's PFE Position: Q4 2024 in Review

Kaydan Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,917 shares — an estimated $287K sold.

Kaydan Wealth Management first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $1.09M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Kaydan Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Kaydan Wealth Management sold 9,917 Pfizer shares in Q4 2024, an estimated $287K.
Kaydan Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
Kaydan Wealth Management's Pfizer position peaked at $1.09M in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Kaydan Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.