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Palumbo Wealth Management’s Pfizer PFE Stock Holding History

Palumbo 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
-9,674
Closed -$280K – 184
2024
Q3 		$280K Buy
9,674
+211
+2% +$6.16K 0.11% 118
2024
Q2 		$265K Buy
+9,463
New +$261K 0.11% 113
2024
Q1 		– Sell
-7,249
Closed -$209K – 144
2023
Q4 		$209K Sell
7,249
-98
-1% -$2.96K 0.11% 114
2023
Q3 		$244K Buy
7,347
+113
+2% +$4K 0.13% 103
2023
Q2 		$265K Sell
7,234
-14,837
-67% -$577K 0.16% 89
2023
Q1 		$901K Sell
22,071
-1,134
-5% -$49K 0.6% 40
2022
Q4 		$1.19M Buy
23,205
+770
+3% +$36.9K 0.95% 22
2022
Q3 		$982K Buy
22,435
+427
+2% +$20.7K 0.83% 27
2022
Q2 		$1.15M Buy
22,008
+668
+3% +$34K 0.92% 20
2022
Q1 		$1.1M Buy
21,340
+326
+2% +$16.9K 0.71% 30
2021
Q4 		$1.24M Buy
21,014
+891
+4% +$44.1K 0.78% 22
2021
Q3 		$865K Sell
20,123
-1,022
-5% -$45.3K 0.57% 33
2021
Q2 		$828K Buy
21,145
+1,424
+7% +$55.4K 0.56% 41
2021
Q1 		$715K Buy
19,721
+1,951
+11% +$69.3K 0.54% 47
2020
Q4 		$654K Buy
+17,770
New +$652K 0.53% 43

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Palumbo Wealth Management's PFE Position: Q4 2024 in Review

Palumbo Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,674 shares — an estimated $280K sold.

Palumbo Wealth Management first reported a position in PFE in Q4 2020 and held it in 15 quarters. The position peaked at $1.24M in Q4 2021. 3,001 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Palumbo Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 9,674 Pfizer shares in Q4 2024, an estimated $280K.
  • Palumbo Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 15 quarters.
  • Palumbo Wealth Management's Pfizer position peaked at $1.24M in Q4 2021.
  • 3,001 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.