San Luis Wealth Advisors’s Pfizer PFE Stock Holding History

San Luis Wealth 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
2025 Q1	–	Sell	-32,175	Closed	-$854K	–	155
2024 Q4	$854K	Buy	32,175 +4,900	+18%	+$133K	0.16%	66
2024 Q3	$789K	Buy	27,275 +9,586	+54%	+$280K	0.16%	58
2024 Q2	$495K	Buy	+17,689	New	+$487K	0.12%	71
2023 Q3	–	Sell	-43,710	Closed	-$1.6M	–	131
2023 Q2	$1.6M	Sell	43,710 -2,373	-5%	-$92.4K	0.57%	42
2023 Q1	$1.88M	Buy	+46,083	New	+$1.99M	0.72%	30
2022 Q2	–	Sell	-41,144	Closed	-$2.43M	–	325
2022 Q1	$2.43M	Buy	+41,144	New	+$2.13M	1.19%	14
2021 Q4	–	Sell	-57,717	Closed	-$2.48M	–	139
2021 Q3	$2.48M	Buy	+57,717	New	+$2.56M	1.38%	14
2020 Q4	$876K	Buy	+23,807	New	+$873K	0.57%	44

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's PFE Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 32,175 shares — an estimated $854K sold.

San Luis Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 8 quarters. The position peaked at $2.48M in Q3 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

San Luis Wealth Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 32,175 Pfizer shares in Q1 2025, an estimated $854K.
San Luis Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 8 quarters.
San Luis Wealth Advisors's Pfizer position peaked at $2.48M in Q3 2021.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.