Masso Torrence Wealth Management’s Pfizer PFE Stock Holding History

Masso Torrence 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
2025 Q1	–	Sell	-8,583	Closed	-$228K	–	110
2024 Q4	$228K	Sell	8,583 -6,060	-41%	-$164K	0.12%	86
2024 Q3	$424K	Buy	14,643 +214	+1%	+$6.24K	0.23%	63
2024 Q2	$404K	Buy	14,429 +6,631	+85%	+$183K	0.22%	61
2024 Q1	$216K	Buy	+7,798	New	+$216K	0.13%	88
2023 Q2	–	Sell	-5,179	Closed	-$211K	–	91
2023 Q1	$211K	Sell	5,179 -394	-7%	-$17K	0.17%	84
2022 Q4	$286K	Buy	5,573 +4	+0.1%	+$192	0.23%	75
2022 Q3	$244K	Buy	5,569 +165	+3%	+$8.02K	0.22%	71
2022 Q2	$283K	Buy	5,404 +104	+2%	+$5.3K	0.25%	65
2022 Q1	$274K	Buy	5,300 +4	+0.1%	+$208	0.22%	65
2021 Q4	$313K	Buy	+5,296	New	+$262K	0.22%	73

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Masso Torrence Wealth Management's PFE Position: Q1 2025 in Review

Masso Torrence Wealth Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 8,583 shares — an estimated $228K sold.

Masso Torrence Wealth Management first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $424K in Q3 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Masso Torrence Wealth Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Masso Torrence Wealth Management sold 8,583 Pfizer shares in Q1 2025, an estimated $228K.
Masso Torrence Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
Masso Torrence Wealth Management's Pfizer position peaked at $424K in Q3 2024.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.