PFG Private Wealth Management’s Pfizer PFE Stock Holding History

PFG Private 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
2025 Q2	–	Sell	-2,076	Closed	-$52.6K	–	189
2025 Q1	$52.6K	Hold	2,076	–	–	0.03%	93
2024 Q4	$55.1K	Hold	2,076	–	–	0.03%	86
2024 Q3	$60.1K	Hold	2,076	–	–	0.03%	88
2024 Q2	$58.1K	Hold	2,076	–	–	0.04%	89
2024 Q1	$57.6K	Sell	2,076 -1	-0%	-$28	0.04%	85
2023 Q4	$59.8K	Sell	2,077 -165	-7%	-$4.99K	0.04%	78
2023 Q3	$74.4K	Sell	2,242 -884	-28%	-$31.3K	0.06%	78
2023 Q2	$115K	Buy	3,126 +208	+7%	+$8.1K	0.07%	87
2023 Q1	$119K	Sell	2,918 -12	-0.4%	-$518	0.08%	83
2022 Q4	$150K	Buy	2,930 +46	+2%	+$2.21K	0.09%	64
2022 Q3	$126K	Buy	2,884 +60	+2%	+$2.92K	0.08%	67
2022 Q2	$148K	Buy	2,824 +37	+1%	+$1.89K	0.08%	72
2022 Q1	$144K	Hold	2,787	–	–	0.07%	72
2021 Q4	$165K	Buy	2,787 +105	+4%	+$5.2K	0.09%	63
2021 Q3	$115K	Buy	+2,682	New	+$119K	0.07%	63

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

PFG Private Wealth Management's PFE Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 2,076 shares — an estimated $52.6K sold.

PFG Private Wealth Management first reported a position in PFE in Q3 2021 and held it in 15 quarters. The position peaked at $165K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

PFG Private Wealth Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 2,076 Pfizer shares in Q2 2025, an estimated $52.6K.
PFG Private Wealth Management first reported a position in Pfizer in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Pfizer position peaked at $165K in Q4 2021.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.