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Planned Solutions’s Pfizer PFE Stock Holding History

Planned Solutions’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
-2,149
Closed -$62.2K – 481
2024
Q3 		$62.2K Buy
+2,149
New +$62.7K 0.03% 276
2024
Q2 		– Sell
-8,115
Closed -$225K – 108
2024
Q1 		$225K Sell
8,115
-93
-1% -$2.58K 0.11% 87
2023
Q4 		$236K Buy
8,208
+237
+3% +$7.16K 0.11% 71
2023
Q3 		$264K Buy
7,971
+1,405
+21% +$49.7K 0.16% 61
2023
Q2 		$241K Buy
6,566
+260
+4% +$10.1K 0.14% 65
2023
Q1 		$257K Hold
6,306
– – 0.16% 59
2022
Q4 		$323K Buy
6,306
+443
+8% +$21.2K 0.24% 44
2022
Q3 		$257K Sell
5,863
-200
-3% -$9.72K 0.21% 52
2022
Q2 		$318K Buy
6,063
+1,435
+31% +$73.1K 0.3% 42
2022
Q1 		$240K Buy
4,628
+433
+10% +$22.5K 0.17% 65
2021
Q4 		$248K Buy
+4,195
New +$208K 0.17% 67
2021
Q1 		– Sell
-4,120
Closed -$152K – 305
2020
Q4 		$152K Buy
4,120
+67
+2% +$2.46K 0.12% 68
2020
Q3 		$141K Buy
+4,053
New +$142K 0.14% 65

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

Planned Solutions's PFE Position: Q4 2024 in Review

Planned Solutions sold out of Pfizer (PFE) in Q4 2024, closing a stake of 2,149 shares — an estimated $62.2K sold.

Planned Solutions first reported a position in PFE in Q3 2020 and held it in 13 quarters. The position peaked at $323K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Planned Solutions reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,149 Pfizer shares in Q4 2024, an estimated $62.2K.
  • Planned Solutions first reported a position in Pfizer in Q3 2020 and held it in 13 quarters.
  • Planned Solutions's Pfizer position peaked at $323K in Q4 2022.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.