Oak Hill Wealth Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,589
Closed -$277K 208
2024
Q3
$277K Buy
+9,589
New +$280K 0.07% 99
2024
Q2
Sell
-15,087
Closed -$419K 183
2024
Q1
$419K Buy
+15,087
New +$419K 0.13% 74

Other funds holding PFE

Oak Hill Wealth Advisors's PFE Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Pfizer (PFE) stake by 0.25% in Q3 2025, buying an estimated $494 and bringing the position to 8,162 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #143.

Oak Hill Wealth Advisors first reported a position in PFE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2022. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Oak Hill Wealth Advisors held 8,162 shares of Pfizer worth $208K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 20 Pfizer shares in Q3 2025, an estimated $494.
  • Pfizer made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #143 holding.
  • Oak Hill Wealth Advisors first reported a position in Pfizer in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Pfizer position peaked at $1.21M in Q4 2022.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.