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WealthBridge Capital Management’s Pfizer PFE Stock Holding History

WealthBridge Capital 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
-7,597
Closed -$220K – 209
2024
Q3 		$220K Buy
7,597
+50
+0.7% +$1.46K 0.06% 197
2024
Q2 		$211K Sell
7,547
-1,164
-13% -$32K 0.07% 176
2024
Q1 		$242K Sell
8,711
-884
-9% -$24.5K 0.08% 159
2023
Q4 		$276K Sell
9,595
-870
-8% -$26.3K 0.1% 127
2023
Q3 		$347K Buy
10,465
+474
+5% +$16.8K 0.14% 109
2023
Q2 		$366K Sell
9,991
-7,048
-41% -$274K 0.15% 110
2023
Q1 		$695K Buy
17,039
+835
+5% +$36.1K 0.28% 73
2022
Q4 		$830K Sell
16,204
-114
-0.7% -$5.47K 0.35% 64
2022
Q3 		$856K Hold
16,318
– – 0.37% 57
2022
Q2 		$856K Sell
16,318
-37
-0.2% -$1.89K 0.37% 57
2022
Q1 		$847K Buy
16,355
+6,009
+58% +$312K 0.32% 73
2021
Q4 		$611K Sell
10,346
-232
-2% -$11.5K 0.23% 87
2021
Q3 		$455K Sell
10,578
-189
-2% -$8.37K 0.17% 104
2021
Q2 		$422K Buy
10,767
+224
+2% +$8.71K 0.15% 105
2021
Q1 		$382K Sell
10,543
-698
-6% -$24.8K 0.16% 102
2020
Q4 		$414K Buy
11,241
+330
+3% +$12.1K 0.18% 95
2020
Q3 		$380K Buy
10,911
+630
+6% +$22.1K 0.19% 88
2020
Q2 		$319K Hold
10,281
– – 0.18% 90
2020
Q1 		$318K Buy
+10,281
New +$350K 0.22% 81
2019
Q2 		– Sell
-4,979
Closed -$192K – 648
2019
Q1 		$192K Buy
4,979
+606
+14% +$24.3K 0.12% 112
2018
Q4 		$181K Buy
+4,373
New +$182K 0.14% 108

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

WealthBridge Capital Management's PFE Position: Q4 2024 in Review

WealthBridge Capital Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,597 shares — an estimated $220K sold.

WealthBridge Capital Management first reported a position in PFE in Q4 2018 and held it in 21 quarters. The position peaked at $856K in Q3 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • WealthBridge Capital Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 7,597 Pfizer shares in Q4 2024, an estimated $220K.
  • WealthBridge Capital Management first reported a position in Pfizer in Q4 2018 and held it in 21 quarters.
  • WealthBridge Capital Management's Pfizer position peaked at $856K in Q3 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.