WR Wealth Planners’s Pfizer PFE Stock Holding History

WR Wealth Planners’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	$223K	Buy	8,422 +83	+1%	+$2.25K	0.07%	147
2024 Q3	$241K	Buy	8,339 +2,206	+36%	+$64.4K	0.07%	160
2024 Q2	$172K	Buy	6,133 +411	+7%	+$11.3K	0.05%	187
2024 Q1	$159K	Buy	+5,722	New	+$159K	0.05%	204
2023 Q4	–	Sell	-5,775	Closed	-$192K	–	657
2023 Q3	$192K	Buy	5,775 +108	+2%	+$3.82K	0.07%	176
2023 Q2	$208K	Buy	5,667 +167	+3%	+$6.5K	0.08%	165
2023 Q1	$224K	Buy	5,500 +4,804	+690%	+$207K	0.1%	145
2022 Q4	$35.7K	Buy	696 +1	+0.1%	+$48	0.02%	189
2022 Q3	$30.4K	Sell	695 -172	-20%	-$8.36K	0.02%	189
2022 Q2	$45.5K	Buy	867 +1	+0.1%	+$51	0.03%	179
2022 Q1	$44.8K	Buy	+866	New	+$44.9K	0.03%	177

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

WR Wealth Planners's PFE Position: Q4 2024 in Review

WR Wealth Planners increased its Pfizer (PFE) stake by 1% in Q4 2024, buying an estimated $2.25K and bringing the position to 8,422 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #147.

WR Wealth Planners first reported a position in PFE in Q1 2022 and has held it in 11 quarters since. The position peaked at $241K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

WR Wealth Planners held 8,422 shares of Pfizer worth $223K as of Q4 2024.
WR Wealth Planners bought 83 Pfizer shares in Q4 2024, an estimated $2.25K.
Pfizer made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #147 holding.
WR Wealth Planners first reported a position in Pfizer in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Pfizer position peaked at $241K in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.