Petix & Botte Financial’s Pfizer PFE Stock Holding History

Petix & Botte Financial’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 Q2	–	Sell	-9,068	Closed	-$230K	–	131
2025 Q1	$230K	Hold	9,068	–	–	0.06%	120
2024 Q4	$241K	Sell	9,068 -1,260	-12%	-$34.2K	0.06%	117
2024 Q3	$299K	Hold	10,328	–	–	0.08%	97
2024 Q2	$289K	Buy	+10,328	New	+$284K	0.08%	99
2024 Q1	–	Sell	-10,424	Closed	-$300K	–	156
2023 Q4	$300K	Buy	10,424 +96	+0.9%	+$2.9K	0.09%	97
2023 Q3	$343K	Hold	10,328	–	–	0.11%	88
2023 Q2	$379K	Buy	10,328 +5,164	+100%	+$201K	0.12%	84
2023 Q1	$211K	Buy	+5,164	New	+$223K	0.14%	72
2022 Q3	$226K	Hold	5,164	–	–	0.17%	66
2022 Q2	$271K	Sell	5,164 -5,164	-50%	-$263K	0.2%	60
2022 Q1	$535K	Buy	10,328 +5,164	+100%	+$268K	0.17%	63
2021 Q4	$305K	Sell	5,164 -5,164	-50%	-$256K	0.19%	67
2021 Q3	$444K	Buy	10,328 +5,164	+100%	+$229K	0.15%	69
2021 Q2	$202K	Buy	+5,164	New	+$201K	0.14%	76
2020 Q3	–	Sell	-10,780	Closed	-$169K	–	88
2020 Q2	$169K	Buy	+10,780	New	+$366K	0.14%	75
2020 Q1	–	Sell	-5,639	Closed	-$212K	–	76
2019 Q4	$212K	Buy	+5,639	New	+$201K	0.17%	77

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Petix & Botte Financial's PFE Position: Q2 2025 in Review

Petix & Botte Financial sold out of Pfizer (PFE) in Q2 2025, closing a stake of 9,068 shares — an estimated $230K sold.

Petix & Botte Financial first reported a position in PFE in Q4 2019 and held it in 16 quarters. The position peaked at $535K in Q1 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Petix & Botte Financial reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Petix & Botte Financial sold 9,068 Pfizer shares in Q2 2025, an estimated $230K.
Petix & Botte Financial first reported a position in Pfizer in Q4 2019 and held it in 16 quarters.
Petix & Botte Financial's Pfizer position peaked at $535K in Q1 2022.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Petix & Botte Financial's 13F filing for Q2 2025, filed 8 Aug 2025.