Silvia McColl Wealth Management’s Pfizer PFE Stock Holding History

Silvia McColl 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
2025 Q1	–	Sell	-7,982	Closed	-$212K	–	111
2024 Q4	$212K	Sell	7,982 -788	-9%	-$21.4K	0.16%	101
2024 Q3	$254K	Sell	8,770 -1,000	-10%	-$29.2K	0.19%	91
2024 Q2	$273K	Hold	9,770	–	–	0.23%	86
2024 Q1	$257K	Sell	9,770 -367	-4%	-$10.2K	0.22%	87
2023 Q4	$292K	Sell	10,137 -369	-4%	-$11.2K	0.26%	79
2023 Q3	$348K	Sell	10,506 -1	-0%	-$35	0.35%	65
2023 Q2	$385K	Hold	10,507	–	–	0.36%	66
2023 Q1	$429K	Buy	10,507 +209	+2%	+$9.03K	0.43%	59
2022 Q4	$528K	Buy	+10,298	New	+$494K	0.52%	48

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

Silvia McColl Wealth Management's PFE Position: Q1 2025 in Review

Silvia McColl Wealth Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,982 shares — an estimated $212K sold.

Silvia McColl Wealth Management first reported a position in PFE in Q4 2022 and held it in 9 quarters. The position peaked at $528K in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Silvia McColl Wealth Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Silvia McColl Wealth Management sold 7,982 Pfizer shares in Q1 2025, an estimated $212K.
Silvia McColl Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 9 quarters.
Silvia McColl Wealth Management's Pfizer position peaked at $528K in Q4 2022.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Silvia McColl Wealth Management's 13F filing for Q1 2025, filed 7 Apr 2025.