Wealthstream Advisors’s Pfizer PFE Stock Holding History

Wealthstream Advisors’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	-7,371	Closed	-$213K	–	176
2024 Q3	$213K	Buy	7,371 +219	+3%	+$6.39K	0.04%	141
2024 Q2	$200K	Sell	7,152 -157	-2%	-$4.32K	0.07%	134
2024 Q1	$203K	Buy	+7,309	New	+$203K	0.08%	132
2023 Q4	–	Sell	-6,602	Closed	-$219K	–	150
2023 Q3	$219K	Sell	6,602 -661	-9%	-$23.4K	0.11%	94
2023 Q2	$266K	Buy	+7,263	New	+$283K	0.14%	79
2023 Q1	–	Sell	-5,197	Closed	-$266K	–	80
2022 Q4	$266K	Buy	+5,197	New	+$249K	0.17%	60
2022 Q3	–	Sell	-4,999	Closed	-$262K	–	72
2022 Q2	$262K	Buy	4,999 +515	+11%	+$26.2K	0.26%	52
2022 Q1	$232K	Sell	4,484 -23	-0.5%	-$1.19K	0.2%	62
2021 Q4	$266K	Buy	+4,507	New	+$223K	0.23%	53

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 $315B AUM 27.84% 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

Wealthstream Advisors's PFE Position: Q4 2024 in Review

Wealthstream Advisors sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,371 shares — an estimated $213K sold.

Wealthstream Advisors first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $266K in Q2 2023. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Wealthstream Advisors reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Wealthstream Advisors sold 7,371 Pfizer shares in Q4 2024, an estimated $213K.
Wealthstream Advisors first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Wealthstream Advisors's Pfizer position peaked at $266K in Q2 2023.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Wealthstream Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.