Richards, Merrill & Peterson’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,922
Closed -$48.7K 398
2025
Q1
$48.7K Hold
1,922
0.03% 256
2024
Q4
$51K Buy
+1,922
New +$52.1K 0.03% 237

Other funds holding PFE

Richards, Merrill & Peterson's PFE Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Pfizer (PFE) in Q2 2025, closing a stake of 1,922 shares — an estimated $48.7K sold.

Richards, Merrill & Peterson first reported a position in PFE in Q4 2024 and held it in 2 quarters. The position peaked at $51K in Q4 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,922 Pfizer shares in Q2 2025, an estimated $48.7K.
  • Richards, Merrill & Peterson first reported a position in Pfizer in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Pfizer position peaked at $51K in Q4 2024.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.