Ledgewood Wealth Advisors’s Pfizer PFE Stock Holding History

Ledgewood Wealth 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	-7,262	Closed	-$210K	–	70
2024 Q3	$210K	Buy	7,262 +4	+0.1%	+$117	0.14%	65
2024 Q2	$203K	Buy	7,258 +3	+0%	+$83	0.18%	58
2024 Q1	$201K	Buy	7,255 +4	+0.1%	+$111	0.19%	59
2023 Q4	$209K	Buy	+7,251	New	+$219K	0.19%	52

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

Ledgewood Wealth Advisors's PFE Position: Q4 2024 in Review

Ledgewood Wealth Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,262 shares — an estimated $210K sold.

Ledgewood Wealth Advisors first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $210K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Ledgewood Wealth Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Ledgewood Wealth Advisors sold 7,262 Pfizer shares in Q4 2024, an estimated $210K.
Ledgewood Wealth Advisors first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
Ledgewood Wealth Advisors's Pfizer position peaked at $210K in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Ledgewood Wealth Advisors's 13F filing for Q4 2024, filed 10 Apr 2025.