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Pfizer shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $571k 20k 28.79
2023-09-30 $639k 19k 33.17
2023-06-30 $750k 21k 36.68
2023-03-31 $810k 20k 40.80
2022-12-31 $1.0M 20k 51.24
2022-09-30 $799k 18k 43.74
2022-06-30 $1.0M 20k 52.45
2022-03-31 $1.1M 22k 51.76
2021-12-31 $844k 14k 59.06
2021-09-30 $662k 15k 43.01
2021-06-30 $586k 15k 39.14
2021-03-31 $532k 15k 36.21
2020-12-31 $550k 15k 36.84
2020-09-30 $664k 18k 36.71
2020-06-30 $680k 21k 32.72
2019-12-31 $949k 24k 39.18
2019-09-30 $935k 26k 35.92
2019-03-31 $469k 11k 42.46
2018-12-31 $501k 12k 43.63
2018-09-30 $516k 12k 44.07
2018-06-30 $463k 13k 36.24
2018-03-31 $668k 19k 35.49
2017-12-31 $692k 19k 36.22
2017-09-30 $635k 18k 35.72
2017-06-30 $655k 20k 33.58
2017-03-31 $585k 17k 34.21
2016-12-31 $658k 20k 32.49
2016-09-30 $614k 18k 33.87
2016-06-30 $679k 19k 35.20
2016-03-31 $384k 13k 29.65
2015-12-31 $724k 22k 32.28
2015-09-30 $602k 19k 31.40
2015-06-30 $406k 12k 33.50
2015-03-31 $432k 12k 34.79
2014-12-31 $384k 12k 31.16
2014-09-30 $356k 12k 29.61
2014-06-30 $394k 13k 29.69
2014-03-31 $422k 13k 32.10
2013-12-31 $405k 13k 30.62

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Pfizer

Vanguard Group
Wellington Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Legal & General Group
Amundi
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Citadel Advisors
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates

View all funds holding Pfizer