Pfizer shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $407k | 14k | 28.79 |
| 2023-09-30 | $543k | 16k | 33.17 |
| 2023-06-30 | $590k | 16k | 36.68 |
| 2023-03-31 | $645k | 16k | 40.80 |
| 2022-12-31 | $915k | 18k | 51.24 |
| 2022-09-30 | $700k | 16k | 43.76 |
| 2022-06-30 | $885k | 17k | 52.44 |
| 2022-03-31 | $887k | 17k | 51.80 |
| 2021-12-31 | $1.0M | 17k | 59.03 |
| 2021-09-30 | $614k | 14k | 43.00 |
| 2021-06-30 | $559k | 14k | 39.15 |
| 2021-03-31 | $517k | 14k | 36.21 |
| 2020-12-31 | $518k | 14k | 36.82 |
| 2020-09-30 | $622k | 17k | 36.68 |
| 2020-06-30 | $595k | 18k | 32.68 |
| 2020-03-31 | $605k | 19k | 32.65 |
| 2019-12-31 | $749k | 19k | 39.17 |
| 2019-09-30 | $771k | 22k | 35.94 |
| 2019-06-30 | $1.4M | 32k | 43.31 |
| 2019-03-31 | $1.5M | 34k | 42.47 |
| 2018-12-31 | $1.5M | 34k | 43.66 |
| 2018-09-30 | $1.6M | 37k | 44.06 |
| 2018-06-30 | $661k | 18k | 36.27 |
| 2018-03-31 | $1.9M | 55k | 35.48 |
| 2017-12-31 | $2.3M | 62k | 36.22 |
| 2017-09-30 | $2.8M | 77k | 35.70 |
| 2017-06-30 | $3.9M | 115k | 33.59 |
| 2017-03-31 | $4.3M | 125k | 34.21 |
| 2016-12-31 | $4.7M | 143k | 32.48 |
| 2016-09-30 | $4.9M | 146k | 33.87 |
| 2016-06-30 | $5.2M | 147k | 35.21 |
| 2016-03-31 | $4.2M | 141k | 29.64 |
| 2015-12-31 | $3.8M | 119k | 32.28 |
| 2015-09-30 | $3.4M | 108k | 31.41 |
| 2015-06-30 | $2.9M | 88k | 33.53 |
| 2015-03-31 | $2.8M | 82k | 34.79 |
| 2014-12-31 | $2.2M | 71k | 31.15 |