RFP Financial Group’s Pfizer PFE Stock Holding History

RFP Financial Group’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	-15,946	Closed	-$461K	–	116
2024 Q3	$461K	Buy	15,946 +1,470	+10%	+$42.9K	0.15%	69
2024 Q2	$405K	Sell	14,476 -754	-5%	-$20.8K	0.15%	72
2024 Q1	$423K	Sell	15,230 -1,290	-8%	-$35.8K	0.16%	65
2023 Q4	$476K	Buy	16,520 +556	+3%	+$16.8K	0.19%	61
2023 Q3	$530K	Sell	15,964 -1,915	-11%	-$67.7K	0.23%	54
2023 Q2	$656K	Buy	17,879 +16,381	+1,094%	+$638K	0.27%	52
2023 Q1	$61.1K	Sell	1,498 -18,968	-93%	-$819K	0.07%	102
2022 Q4	$1.05M	Buy	+20,466	New	+$981K	0.47%	40

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

RFP Financial Group's PFE Position: Q4 2024 in Review

RFP Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 15,946 shares — an estimated $461K sold.

RFP Financial Group first reported a position in PFE in Q4 2022 and held it in 8 quarters. The position peaked at $1.05M in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

RFP Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
RFP Financial Group sold 15,946 Pfizer shares in Q4 2024, an estimated $461K.
RFP Financial Group first reported a position in Pfizer in Q4 2022 and held it in 8 quarters.
RFP Financial Group's Pfizer position peaked at $1.05M in Q4 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on RFP Financial Group's 13F filing for Q4 2024, filed 28 Jan 2025.