RE Dickinson Investment Advisors’s Pfizer PFE Stock Holding History

RE Dickinson Investment Advisors’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	$16.6K	Buy	625 +2	+0.3%	+$54	0.01%	145
2024 Q3	$18K	Hold	623	–	–	0.01%	139
2024 Q2	$17.4K	Hold	623	–	–	0.01%	134
2024 Q1	$17K	Sell	623 -1,251	-67%	-$34.7K	0.01%	133
2023 Q4	$54K	Sell	1,874 -200	-10%	-$6.05K	0.04%	80
2023 Q3	$69K	Buy	2,074 +144	+7%	+$5.09K	0.05%	68
2023 Q2	$71K	Buy	1,930 +56	+3%	+$2.18K	0.03%	138
2023 Q1	$76K	Sell	1,874 -269	-13%	-$11.6K	0.03%	138
2022 Q4	$110K	Hold	2,143	–	–	0.05%	103
2022 Q3	$94K	Hold	2,143	–	–	0.08%	54
2022 Q2	$112K	Hold	2,143	–	–	0.02%	51
2022 Q1	$111K	Buy	2,143 +269	+14%	+$14K	0.07%	57
2021 Q4	$111K	Buy	+1,874	New	+$92.8K	0.08%	53

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RE Dickinson Investment Advisors's PFE Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Pfizer (PFE) stake by 0.32% in Q4 2024, buying an estimated $54 and bringing the position to 625 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #145.

RE Dickinson Investment Advisors first reported a position in PFE in Q4 2021 and has held it in 13 quarters since. The position peaked at $112K in Q2 2022. 3,003 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

RE Dickinson Investment Advisors held 625 shares of Pfizer worth $16.6K as of Q4 2024.
RE Dickinson Investment Advisors bought 2 Pfizer shares in Q4 2024, an estimated $54.
Pfizer made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #145 holding.
RE Dickinson Investment Advisors first reported a position in Pfizer in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Pfizer position peaked at $112K in Q2 2022.
3,003 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.