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Pfizer shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $213k 6.4k 33.17
2023-06-30 $248k 6.8k 36.68
2023-03-31 $348k 8.5k 40.80
2022-12-31 $290k 5.7k 51.24
2022-06-30 $907k 17k 52.41
2022-03-31 $742k 14k 51.78

More positions owned by Wescott Financial Advisory Group

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Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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