Western Pacific Wealth Management’s Pfizer PFE Stock Holding History

Western Pacific 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	-4,073	Closed	-$118K	–	252
2024 Q3	$118K	Buy	4,073 +386	+10%	+$11.3K	0.08%	96
2024 Q2	$103K	Sell	3,687 -97	-3%	-$2.67K	0.08%	93
2024 Q1	$105K	Buy	3,784 +2,682	+243%	+$74.4K	0.08%	95
2023 Q4	$31.7K	Sell	1,102 -1,894	-63%	-$57.3K	0.02%	162
2023 Q3	$99.4K	Buy	2,996 +840	+39%	+$29.7K	0.08%	76
2023 Q2	$79.1K	Sell	2,156 -746	-26%	-$29K	0.06%	103
2023 Q1	$118K	Hold	2,902	–	–	0.09%	71
2022 Q4	$149K	Buy	2,902 +499	+21%	+$23.9K	0.12%	50
2022 Q3	$105K	Buy	+2,403	New	+$117K	0.1%	49

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

Western Pacific Wealth Management's PFE Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 4,073 shares — an estimated $118K sold.

Western Pacific Wealth Management first reported a position in PFE in Q3 2022 and held it in 9 quarters. The position peaked at $149K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Western Pacific Wealth Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 4,073 Pfizer shares in Q4 2024, an estimated $118K.
Western Pacific Wealth Management first reported a position in Pfizer in Q3 2022 and held it in 9 quarters.
Western Pacific Wealth Management's Pfizer position peaked at $149K in Q4 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.