Reston Wealth Management’s Pfizer PFE Stock Holding History

Reston 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
2024 Q4	–	Sell	-2,862	Closed	-$82.8K	–	322
2024 Q3	$82.8K	Buy	+2,862	New	+$83.5K	0.03%	97
2022 Q3	–	Sell	-4,113	Closed	-$216K	–	55
2022 Q2	$216K	Sell	4,113 -243	-6%	-$12.4K	0.12%	56
2022 Q1	$226K	Sell	4,356 -66	-1%	-$3.42K	0.12%	55
2021 Q4	$261K	Buy	+4,422	New	+$219K	0.13%	45
2020 Q1	–	Sell	-5,714	Closed	-$212K	–	47
2019 Q4	$212K	Buy	+5,714	New	+$204K	0.17%	43
2019 Q3	–	Sell	-5,200	Closed	-$214K	–	49
2019 Q2	$214K	Sell	5,200 -145	-3%	-$5.76K	0.17%	47
2019 Q1	$207K	Sell	5,345 -346	-6%	-$13.9K	0.17%	49
2018 Q4	$236K	Buy	+5,691	New	+$236K	0.22%	41

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Reston Wealth Management's PFE Position: Q4 2024 in Review

Reston Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 2,862 shares — an estimated $82.8K sold.

Reston Wealth Management first reported a position in PFE in Q4 2018 and held it in 8 quarters. The position peaked at $261K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Reston Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 2,862 Pfizer shares in Q4 2024, an estimated $82.8K.
Reston Wealth Management first reported a position in Pfizer in Q4 2018 and held it in 8 quarters.
Reston Wealth Management's Pfizer position peaked at $261K in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.