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Spectrum Wealth Counsel’s Pfizer PFE Stock Holding History

Spectrum Wealth Counsel’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 		$2.53K Hold
100
– – ﹤0.01% 273
2024
Q4 		$2.65K Hold
100
– – ﹤0.01% 275
2024
Q3 		$2.89K Sell
100
-3,163
-97% -$92.3K ﹤0.01% 295
2024
Q2 		$91.3K Hold
3,263
– – 0.01% 167
2024
Q1 		$90.5K Buy
3,263
+1,602
+96% +$44.5K 0.01% 176
2023
Q4 		$47.8K Buy
+1,661
New +$50.2K 0.01% 195

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's PFE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Pfizer (PFE) position steady in Q1 2025 at 100 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Spectrum Wealth Counsel first reported a position in PFE in Q4 2023 and has held it in 6 quarters since. The position peaked at $91.3K in Q2 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Spectrum Wealth Counsel held 100 shares of Pfizer worth $2.53K as of Q1 2025.
  • Spectrum Wealth Counsel left its Pfizer share count unchanged in Q1 2025.
  • Pfizer made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #273 holding.
  • Spectrum Wealth Counsel first reported a position in Pfizer in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Pfizer position peaked at $91.3K in Q2 2024.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.