TriaGen Wealth Management’s Pfizer PFE Stock Holding History

TriaGen 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
2024 Q4	–	Sell	-6,988	Closed	-$202K	–	184
2024 Q3	$202K	Buy	+6,988	New	+$204K	0.07%	166
2023 Q4	–	Sell	-6,851	Closed	-$227K	–	170
2023 Q3	$227K	Sell	6,851 -200	-3%	-$7.07K	0.12%	138
2023 Q2	$259K	Buy	7,051 +8	+0.1%	+$311	0.12%	144
2023 Q1	$287K	Sell	7,043 -60	-0.8%	-$2.59K	0.14%	127
2022 Q4	$364K	Buy	7,103 +72	+1%	+$3.45K	0.2%	114
2022 Q3	$308K	Buy	7,031 +4	+0.1%	+$194	0.17%	118
2022 Q2	$368K	Buy	7,027 +4	+0.1%	+$204	0.26%	92
2022 Q1	$364K	Sell	7,023 -1,500	-18%	-$77.8K	0.19%	125
2021 Q4	$503K	Buy	8,523 +30	+0.4%	+$1.49K	0.25%	101
2021 Q3	$365K	Hold	8,493	–	–	0.2%	123
2021 Q2	$364K	Sell	8,493 -450	-5%	-$17.5K	0.19%	125
2021 Q1	$324K	Sell	8,943 -4,312	-33%	-$153K	0.19%	121
2020 Q4	$488K	Buy	+13,255	New	+$486K	0.29%	100

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

TriaGen Wealth Management's PFE Position: Q4 2024 in Review

TriaGen Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,988 shares — an estimated $202K sold.

TriaGen Wealth Management first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $503K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

TriaGen Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
TriaGen Wealth Management sold 6,988 Pfizer shares in Q4 2024, an estimated $202K.
TriaGen Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
TriaGen Wealth Management's Pfizer position peaked at $503K in Q4 2021.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on TriaGen Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.