Pfizer shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $305k | 11k | 27.75 |
| 2023-09-30 | $448k | 14k | 33.17 |
| 2023-06-30 | $493k | 13k | 36.68 |
| 2023-03-31 | $568k | 14k | 40.80 |
| 2022-12-31 | $719k | 14k | 51.24 |
| 2022-09-30 | $590k | 14k | 43.79 |
| 2022-06-30 | $780k | 15k | 52.42 |
| 2022-03-31 | $532k | 10k | 51.76 |
| 2021-12-31 | $491k | 8.3k | 59.06 |
| 2021-09-30 | $304k | 7.1k | 43.05 |
| 2021-06-30 | $307k | 7.9k | 39.08 |
| 2021-03-31 | $250k | 6.9k | 36.29 |
| 2020-12-31 | $260k | 7.1k | 36.78 |
| 2020-09-30 | $224k | 6.1k | 36.64 |
| 2020-03-31 | $1.1M | 35k | 32.66 |
| 2019-12-31 | $3.4M | 119k | 28.75 |
| 2019-09-30 | $1.9M | 54k | 35.92 |
| 2019-06-30 | $2.2M | 52k | 43.31 |
| 2019-03-31 | $2.2M | 51k | 42.47 |
| 2018-12-31 | $2.3M | 52k | 43.66 |
| 2018-09-30 | $2.1M | 48k | 44.07 |
| 2018-06-30 | $1.6M | 45k | 36.28 |
| 2018-03-31 | $1.5M | 42k | 35.50 |
| 2017-12-31 | $1.4M | 39k | 36.22 |
| 2017-09-30 | $1.3M | 36k | 35.69 |
| 2017-06-30 | $1.2M | 35k | 33.59 |
| 2017-03-31 | $1.1M | 32k | 34.20 |
| 2016-12-31 | $967k | 30k | 32.49 |
| 2016-09-30 | $931k | 28k | 33.89 |
| 2016-06-30 | $945k | 27k | 35.22 |
| 2016-03-31 | $801k | 27k | 29.64 |
| 2015-12-31 | $870k | 27k | 32.28 |
| 2015-09-30 | $729k | 23k | 31.41 |
| 2015-06-30 | $625k | 19k | 33.54 |
| 2015-03-31 | $550k | 16k | 34.78 |
| 2014-12-31 | $397k | 13k | 31.12 |
| 2014-09-30 | $295k | 10k | 29.55 |
| 2014-06-30 | $261k | 8.8k | 29.72 |
| 2014-03-31 | $265k | 8.2k | 32.16 |
| 2013-12-31 | $211k | 6.9k | 30.70 |
| 2013-09-30 | $223k | 7.8k | 28.71 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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