Monograph Wealth Advisors’s Pfizer PFE Stock Holding History

Monograph 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
2025 Q1	–	Sell	-18,086	Closed	-$480K	–	123
2024 Q4	$480K	Buy	18,086 +261	+1%	+$7.08K	0.06%	73
2024 Q3	$516K	Hold	17,825	–	–	0.07%	73
2024 Q2	$499K	Sell	17,825 -12,812	-42%	-$353K	0.07%	67
2024 Q1	$850K	Buy	30,637 +10,702	+54%	+$297K	0.12%	67
2023 Q4	$574K	Buy	19,935 +853	+4%	+$25.8K	0.1%	51
2023 Q3	$633K	Buy	19,082 +1,050	+6%	+$37.1K	0.13%	58
2023 Q2	$661K	Sell	18,032 -1,600	-8%	-$62.3K	0.14%	40
2023 Q1	$801K	Buy	19,632 +3,967	+25%	+$171K	0.19%	35
2022 Q4	$803K	Buy	15,665 +2,633	+20%	+$126K	0.21%	36
2022 Q3	$570K	Sell	13,032 -5,000	-28%	-$243K	0.19%	37
2022 Q2	$945K	Sell	18,032 -780	-4%	-$39.7K	0.27%	30
2022 Q1	$974K	Buy	18,812 +1,195	+7%	+$62K	0.25%	31
2021 Q4	$1.04M	Buy	+17,617	New	+$873K	0.26%	32

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

Monograph Wealth Advisors's PFE Position: Q1 2025 in Review

Monograph Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 18,086 shares — an estimated $480K sold.

Monograph Wealth Advisors first reported a position in PFE in Q4 2021 and held it in 13 quarters. The position peaked at $1.04M in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Monograph Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Monograph Wealth Advisors sold 18,086 Pfizer shares in Q1 2025, an estimated $480K.
Monograph Wealth Advisors first reported a position in Pfizer in Q4 2021 and held it in 13 quarters.
Monograph Wealth Advisors's Pfizer position peaked at $1.04M in Q4 2021.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Monograph Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.