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Persistent Asset Partners’s Pfizer PFE Stock Holding History

Persistent Asset Partners’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
Q3 		– Sell
-462
Closed -$18.2K – 284
2025
Q2 		$18.2K Sell
462
-1,623
-78% -$37.9K 0.01% 166
2025
Q1 		$53.4K Buy
2,085
+1,548
+288% +$40.5K 0.04% 132
2024
Q4 		$537 Buy
+537
New +$14.6K ﹤0.01% 139

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Morgan Stanley
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Northern Trust
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Wellington Management Group
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Persistent Asset Partners's PFE Position: Q1 2025 in Review

Persistent Asset Partners sold out of Pfizer (PFE) in Q1 2025, closing a stake of 13,530 shares — an estimated $354K sold.

Persistent Asset Partners first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $359K in Q4 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Persistent Asset Partners reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Persistent Asset Partners sold 13,530 Pfizer shares in Q1 2025, an estimated $354K.
  • Persistent Asset Partners first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
  • Persistent Asset Partners's Pfizer position peaked at $359K in Q4 2024.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Persistent Asset Partners's 13F filing for Q1 2025, filed 13 May 2025.