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Pfizer shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 39k 28.79
2023-09-30 $1.5M 45k 33.17
2023-06-30 $1.5M 42k 36.68
2023-03-31 $1.8M 45k 40.80
2022-12-31 $2.3M 45k 51.24

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Ishares Tr Rus 2000 Val Etf (IWN)
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Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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