KRS Capital Management’s Pfizer PFE Stock Holding History

KRS Capital 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	-7,648	Closed	-$221K	–	117
2024 Q3	$221K	Buy	+7,648	New	+$223K	0.16%	107
2023 Q4	–	Sell	-6,671	Closed	-$221K	–	119
2023 Q3	$221K	Sell	6,671 -1,380	-17%	-$48.8K	0.24%	107
2023 Q2	$295K	Sell	8,051 -208	-3%	-$8.1K	0.3%	88
2023 Q1	$337K	Buy	8,259 +824	+11%	+$35.6K	0.38%	78
2022 Q4	$381K	Buy	7,435 +320	+4%	+$15.3K	0.52%	63
2022 Q3	$311K	Buy	+7,115	New	+$346K	0.43%	71
2022 Q1	–	Sell	-3,668	Closed	-$216K	–	282
2021 Q4	$216K	Buy	+3,668	New	+$182K	0.19%	113

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

KRS Capital Management's PFE Position: Q4 2024 in Review

KRS Capital Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,648 shares — an estimated $221K sold.

KRS Capital Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $381K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

KRS Capital Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
KRS Capital Management sold 7,648 Pfizer shares in Q4 2024, an estimated $221K.
KRS Capital Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
KRS Capital Management's Pfizer position peaked at $381K in Q4 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on KRS Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.