RVW Wealth’s Pfizer PFE Stock Holding History

RVW Wealth’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	-6,919	Closed	-$200K	–	156
2024 Q3	$200K	Sell	6,919 -383	-5%	-$11.2K	0.02%	151
2024 Q2	$204K	Buy	+7,302	New	+$201K	0.02%	144
2023 Q4	–	Sell	-2,619	Closed	-$86.9K	–	301
2023 Q3	$86.9K	Buy	+2,619	New	+$92.6K	0.01%	184
2023 Q1	–	Sell	-5,109	Closed	-$262K	–	167
2022 Q4	$262K	Buy	+5,109	New	+$245K	0.03%	133
2022 Q3	–	Sell	-3,925	Closed	-$206K	–	131
2022 Q2	$206K	Sell	3,925 -54	-1%	-$2.75K	0.03%	122
2022 Q1	$206K	Buy	3,979 +457	+13%	+$23.7K	0.02%	129
2021 Q4	$208K	Buy	+3,522	New	+$175K	0.02%	126

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

RVW Wealth's PFE Position: Q4 2024 in Review

RVW Wealth sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,919 shares — an estimated $200K sold.

RVW Wealth first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $262K in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

RVW Wealth reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
RVW Wealth sold 6,919 Pfizer shares in Q4 2024, an estimated $200K.
RVW Wealth first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
RVW Wealth's Pfizer position peaked at $262K in Q4 2022.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

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