Montz Harcus Wealth Management’s Pfizer PFE Stock Holding History

Montz Harcus 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	-8,317	Closed	-$241K	–	80
2024 Q3	$241K	Buy	8,317 +1,062	+15%	+$31K	0.14%	59
2024 Q2	$203K	Sell	7,255 -59	-0.8%	-$1.62K	0.13%	67
2024 Q1	$203K	Buy	+7,314	New	+$203K	0.14%	68
2023 Q4	–	Sell	-7,875	Closed	-$261K	–	59
2023 Q3	$261K	Sell	7,875 -882	-10%	-$31.2K	0.22%	40
2023 Q2	$321K	Buy	8,757 +474	+6%	+$18.4K	0.27%	38
2023 Q1	$338K	Buy	8,283 +81	+1%	+$3.5K	0.31%	37
2022 Q4	$420K	Buy	8,202 +103	+1%	+$4.94K	0.42%	28
2022 Q3	$354K	Buy	8,099 +459	+6%	+$22.3K	0.39%	29
2022 Q2	$401K	Buy	7,640 +59	+0.8%	+$3.01K	0.42%	30
2022 Q1	$392K	Buy	7,581 +321	+4%	+$16.7K	0.35%	32
2021 Q4	$429K	Buy	+7,260	New	+$360K	0.38%	30

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

Montz Harcus Wealth Management's PFE Position: Q4 2024 in Review

Montz Harcus Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 8,317 shares — an estimated $241K sold.

Montz Harcus Wealth Management first reported a position in PFE in Q4 2021 and held it in 11 quarters. The position peaked at $429K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Montz Harcus Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Montz Harcus Wealth Management sold 8,317 Pfizer shares in Q4 2024, an estimated $241K.
Montz Harcus Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 11 quarters.
Montz Harcus Wealth Management's Pfizer position peaked at $429K in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.