SW
PFE icon

SkyOak Wealth’s Pfizer PFE Stock Holding History

SkyOak 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
-9,336
Closed -$270K – 276
2024
Q3 		$270K Sell
9,336
-2,373
-20% -$69.2K 0.06% 189
2024
Q2 		$328K Sell
11,709
-1,402
-11% -$38.6K 0.08% 161
2024
Q1 		$364K Sell
13,111
-2,098
-14% -$58.2K 0.09% 156
2023
Q4 		$438K Sell
15,209
-14,450
-49% -$437K 0.11% 130
2023
Q3 		$984K Sell
29,659
-810
-3% -$28.6K 0.29% 71
2023
Q2 		$1.12M Sell
30,469
-6,426
-17% -$250K 0.32% 65
2023
Q1 		$1.51M Sell
36,895
-9,765
-21% -$422K 0.46% 53
2022
Q4 		$2.39M Sell
46,660
-5,368
-10% -$257K 0.8% 33
2022
Q3 		$2.28M Buy
52,028
+909
+2% +$44.2K 0.82% 34
2022
Q2 		$2.68M Buy
51,119
+587
+1% +$29.9K 0.92% 32
2022
Q1 		$2.62M Buy
50,532
+2,743
+6% +$142K 0.73% 41
2021
Q4 		$2.82M Buy
47,789
+1,069
+2% +$53K 0.72% 41
2021
Q3 		$2.01M Sell
46,720
-14
-0% -$620 0.54% 49
2021
Q2 		$1.83M Sell
46,734
-982
-2% -$38.2K 0.49% 57
2021
Q1 		$1.85M Buy
47,716
+4,286
+10% +$152K 0.52% 55
2020
Q4 		$1.6M Sell
43,430
-3,700
-8% -$136K 0.5% 63
2020
Q3 		$1.64M Sell
47,130
-2,773
-6% -$97.2K 0.59% 55
2020
Q2 		$1.55M Buy
49,903
+40,603
+437% +$1.38M 0.57% 50
2020
Q1 		$288K Buy
9,300
+937
+11% +$31.9K 0.15% 161
2019
Q4 		$311K Buy
+8,363
New +$298K 0.1% 227

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's PFE Position: Q4 2024 in Review

SkyOak Wealth sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,336 shares — an estimated $270K sold.

SkyOak Wealth first reported a position in PFE in Q4 2019 and held it in 20 quarters. The position peaked at $2.82M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • SkyOak Wealth reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 9,336 Pfizer shares in Q4 2024, an estimated $270K.
  • SkyOak Wealth first reported a position in Pfizer in Q4 2019 and held it in 20 quarters.
  • SkyOak Wealth's Pfizer position peaked at $2.82M in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.