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Paulson Wealth Management’s Pfizer PFE Stock Holding History

Paulson 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
-9,545
Closed -$276K – 149
2024
Q3 		$276K Sell
9,545
-125
-1% -$3.65K 0.07% 122
2024
Q2 		$271K Sell
9,670
-378
-4% -$10.4K 0.08% 114
2024
Q1 		$279K Sell
10,048
-475
-5% -$13.2K 0.08% 115
2023
Q4 		$303K Sell
10,523
-701
-6% -$21.2K 0.1% 102
2023
Q3 		$372K Sell
11,224
-2,321
-17% -$82.1K 0.13% 85
2023
Q2 		$497K Buy
13,545
+2,685
+25% +$105K 0.17% 70
2023
Q1 		$443K Buy
10,860
+502
+5% +$21.7K 0.2% 51
2022
Q4 		$531K Buy
10,358
+204
+2% +$9.78K 0.26% 38
2022
Q3 		$444K Buy
10,154
+372
+4% +$18.1K 0.24% 39
2022
Q2 		$513K Buy
9,782
+542
+6% +$27.6K 0.27% 36
2022
Q1 		$478K Buy
9,240
+473
+5% +$24.5K 0.22% 41
2021
Q4 		$518K Sell
8,767
-1,835
-17% -$90.9K 0.23% 40
2021
Q3 		$456K Sell
10,602
-274
-3% -$12.1K 0.22% 57
2021
Q2 		$426K Sell
10,876
-1,022
-9% -$39.7K 0.21% 61
2021
Q1 		$447K Buy
11,898
+438
+4% +$15.6K 0.22% 60
2020
Q4 		$422K Sell
11,460
-259
-2% -$9.5K 0.25% 52
2020
Q3 		$408K Buy
11,719
+149
+1% +$5.22K 0.26% 53
2020
Q2 		$359K Buy
11,570
+651
+6% +$22.1K 0.25% 60
2020
Q1 		$373K Buy
10,919
+712
+7% +$24.3K 0.29% 58
2019
Q4 		$392K Buy
10,207
+922
+10% +$32.8K 0.28% 68
2019
Q3 		$317K Buy
9,285
+840
+10% +$30.5K 0.24% 77
2019
Q2 		$345K Buy
8,445
+300
+4% +$11.9K 0.26% 75
2019
Q1 		$328K Buy
8,145
+487
+6% +$19.5K 0.25% 85
2018
Q4 		$307K Buy
7,658
+1,672
+28% +$69.4K 0.25% 86
2018
Q3 		$250K Buy
5,986
+73
+1% +$2.81K 0.22% 105
2018
Q2 		$204K Buy
+5,913
New +$202K 0.2% 110
2018
Q1 		– Sell
-5,678
Closed -$195K – 401
2017
Q4 		$195K Buy
+5,678
New +$194K 0.17% 102

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Paulson Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,545 shares — an estimated $276K sold.

Paulson Wealth Management first reported a position in PFE in Q4 2017 and held it in 27 quarters. The position peaked at $531K in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Paulson Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Paulson Wealth Management sold 9,545 Pfizer shares in Q4 2024, an estimated $276K.
  • Paulson Wealth Management first reported a position in Pfizer in Q4 2017 and held it in 27 quarters.
  • Paulson Wealth Management's Pfizer position peaked at $531K in Q4 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Paulson Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.