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Swisher Financial Concepts’s Pfizer PFE Stock Holding History

Swisher Financial Concepts’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
-7,714
Closed -$218K – 80
2024
Q3 		$218K Sell
7,714
-108
-1% -$3.15K 0.14% 83
2024
Q2 		$218K Sell
7,822
-512
-6% -$14.1K 0.22% 72
2024
Q1 		$220K Buy
8,334
+197
+2% +$5.47K 0.19% 77
2023
Q4 		$230K Buy
+8,137
New +$246K 0.22% 70

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

Swisher Financial Concepts's PFE Position: Q4 2024 in Review

Swisher Financial Concepts sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,714 shares — an estimated $218K sold.

Swisher Financial Concepts first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $230K in Q4 2023. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Swisher Financial Concepts reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 7,714 Pfizer shares in Q4 2024, an estimated $218K.
  • Swisher Financial Concepts first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
  • Swisher Financial Concepts's Pfizer position peaked at $230K in Q4 2023.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.