Wintrust Investments’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $46K | Sell |
1,766
-707
| -29% | -$19.2K | 0.04% | 265 |
|
|
2024
Q3 | $71K | Sell |
2,473
-25,592
| -91% | -$747K | 0.05% | 263 |
|
|
2024
Q2 | $785K | Buy |
28,065
+2,031
| +8% | +$55.9K | 0.06% | 226 |
|
|
2024
Q1 | $722K | Sell |
26,034
-1,434
| -5% | -$39.8K | 0.06% | 234 |
|
|
2023
Q4 | $791K | Sell |
27,468
-71
| -0.3% | -$2.15K | 0.08% | 206 |
|
|
2023
Q3 | $913K | Buy |
27,539
+1,546
| +6% | +$54.7K | 0.1% | 183 |
|
|
2023
Q2 | $953K | Sell |
25,993
-425
| -2% | -$16.5K | 0.1% | 180 |
|
|
2023
Q1 | $1.08M | Buy |
26,418
+2,002
| +8% | +$86.5K | 0.14% | 128 |
|
|
2022
Q4 | $1.25M | Sell |
24,416
-887
| -4% | -$42.5K | 0.16% | 121 |
|
|
2022
Q3 | $1.11M | Buy |
25,303
+181
| +0.7% | +$8.79K | 0.14% | 135 |
|
|
2022
Q2 | $1.32M | Buy |
25,122
+370
| +1% | +$18.9K | 0.16% | 123 |
|
|
2022
Q1 | $1.28M | Sell |
24,752
-1,916
| -7% | -$99.4K | 0.12% | 144 |
|
|
2021
Q4 | $1.57M | Buy |
26,668
+2,757
| +12% | +$137K | 0.15% | 126 |
|
|
2021
Q3 | $1.03M | Buy |
23,911
+192
| +0.8% | +$8.51K | 0.14% | 116 |
|
|
2021
Q2 | $929K | Sell |
23,719
-288
| -1% | -$11.2K | 0.1% | 171 |
|
|
2021
Q1 | $870K | Buy |
+24,007
| New | +$852K | 0.09% | 183 |
|
|
2020
Q4 | – | Sell |
-25,439
| Closed | -$886K | – | 305 |
|
|
2020
Q3 | $886K | Sell |
25,439
-2,051
| -7% | -$71.9K | 0.12% | 138 |
|
|
2020
Q2 | $853K | Buy |
27,490
+7,292
| +36% | +$248K | 0.12% | 133 |
|
|
2020
Q1 | $625K | Buy |
20,198
+623
| +3% | +$21.2K | 0.1% | 143 |
|
|
2019
Q4 | $728K | Buy |
19,575
+253
| +1% | +$9.01K | 0.1% | 155 |
|
|
2019
Q3 | $659K | Buy |
19,322
+263
| +1% | +$9.56K | 0.1% | 166 |
|
|
2019
Q2 | $783K | Sell |
19,059
-3,736
| -16% | -$148K | 0.12% | 143 |
|
|
2019
Q1 | $918K | Buy |
22,795
+198
| +0.9% | +$7.93K | 0.15% | 128 |
|
|
2018
Q4 | $936K | Sell |
22,597
-1,581
| -7% | -$65.6K | 0.18% | 111 |
|
|
2018
Q3 | $1.01M | Sell |
24,178
-7,590
| -24% | -$292K | 0.16% | 119 |
|
|
2018
Q2 | $1.09M | Buy |
31,768
+4,503
| +17% | +$154K | 0.19% | 107 |
|
|
2018
Q1 | $918K | Sell |
27,265
-7,441
| -21% | -$256K | 0.23% | 89 |
|
|
2017
Q4 | $1.19M | Buy |
34,706
+869
| +3% | +$29.6K | 0.28% | 85 |
|
|
2017
Q3 | $1.15M | Buy |
33,837
+1,169
| +4% | +$37.6K | 0.29% | 78 |
|
|
2017
Q2 | $1.04M | Sell |
32,668
-2,878
| -8% | -$90.8K | 0.28% | 89 |
|
|
2017
Q1 | $1.15M | Buy |
35,546
+7,570
| +27% | +$239K | 0.33% | 71 |
|
|
2016
Q4 | $862K | Buy |
27,976
+2,151
| +8% | +$65.7K | 0.36% | 52 |
|
|
2016
Q3 | $830K | Buy |
25,825
+233
| +0.9% | +$7.79K | 0.38% | 43 |
|
|
2016
Q2 | $55K | Buy |
+25,592
| New | +$817K | 0.11% | 83 |
|
Other funds holding PFE
Wintrust Investments's PFE Position: Q4 2024 in Review
Wintrust Investments reduced its Pfizer (PFE) stake by 29% in Q4 2024, selling an estimated $19.2K and leaving 1,766 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #265.
Wintrust Investments first reported a position in PFE in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.57M in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.
- Wintrust Investments held 1,766 shares of Pfizer worth $46K as of Q4 2024.
- Wintrust Investments sold 707 Pfizer shares in Q4 2024, an estimated $19.2K.
- Pfizer made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #265 holding.
- Wintrust Investments first reported a position in Pfizer in Q2 2016 and has held it in 34 quarters since.
- Wintrust Investments's Pfizer position peaked at $1.57M in Q4 2021.
- 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.