Pfizer shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $200k | 7.1k | 28.08 |
| 2025-06-30 | $210k | 8.7k | 24.24 |
| 2025-03-31 | $243k | 9.6k | 25.34 |
| 2024-12-31 | $255k | 9.6k | 26.53 |
| 2024-09-30 | $289k | 10k | 28.94 |
| 2024-06-30 | $235k | 8.4k | 27.98 |
| 2024-03-31 | $340k | 12k | 27.75 |
| 2023-12-31 | $366k | 13k | 28.79 |
| 2023-09-30 | $477k | 14k | 33.17 |
| 2023-06-30 | $527k | 14k | 36.68 |
| 2023-03-31 | $569k | 14k | 40.80 |
| 2022-12-31 | $739k | 14k | 51.24 |
| 2022-09-30 | $650k | 15k | 43.78 |
| 2022-06-30 | $778k | 15k | 52.46 |