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Valley Forge Investment Consultants’s Pfizer PFE Stock Holding History

Valley Forge Investment Consultants’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
Q3 		– Sell
-6,037
Closed -$169K – 90
2024
Q2 		$169K Buy
+6,037
New +$166K 0.06% 72

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Valley Forge Investment Consultants's PFE Position: Q3 2024 in Review

Valley Forge Investment Consultants sold out of Pfizer (PFE) in Q3 2024, closing a stake of 6,037 shares — an estimated $169K sold.

Valley Forge Investment Consultants first reported a position in PFE in Q2 2024 and held it in 1 quarter. The position peaked at $169K in Q2 2024. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Valley Forge Investment Consultants reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 6,037 Pfizer shares in Q3 2024, an estimated $169K.
  • Valley Forge Investment Consultants first reported a position in Pfizer in Q2 2024 and held it in 1 quarter.
  • Valley Forge Investment Consultants's Pfizer position peaked at $169K in Q2 2024.
  • 2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2024, filed 14 Nov 2024.