Pfizer shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $203k | 7.3k | 27.75 |
| 2023-09-30 | $246k | 7.4k | 33.17 |
| 2023-06-30 | $329k | 9.0k | 36.68 |
| 2023-03-31 | $589k | 14k | 40.80 |
| 2022-12-31 | $745k | 15k | 51.24 |
| 2022-09-30 | $610k | 14k | 43.78 |
| 2022-06-30 | $758k | 15k | 52.46 |
| 2022-03-31 | $747k | 14k | 51.75 |
| 2021-12-31 | $928k | 16k | 59.03 |
| 2021-09-30 | $676k | 16k | 43.04 |
| 2021-06-30 | $548k | 14k | 39.19 |
| 2021-03-31 | $505k | 14k | 36.25 |
| 2020-12-31 | $511k | 14k | 36.78 |
| 2020-09-30 | $507k | 14k | 36.69 |
| 2020-06-30 | $439k | 13k | 32.70 |
| 2020-03-31 | $404k | 13k | 31.15 |
| 2019-12-31 | $509k | 13k | 39.21 |
| 2019-09-30 | $489k | 14k | 35.91 |
| 2019-06-30 | $611k | 14k | 43.33 |
| 2019-03-31 | $403k | 9.5k | 42.44 |
| 2018-12-31 | $414k | 9.5k | 43.60 |
| 2018-09-30 | $418k | 9.5k | 44.02 |
| 2018-06-30 | $343k | 9.5k | 36.30 |
| 2018-03-31 | $369k | 10k | 35.50 |
| 2017-12-31 | $350k | 9.7k | 36.18 |
| 2017-09-30 | $350k | 9.8k | 35.65 |
| 2017-06-30 | $322k | 9.6k | 33.63 |
| 2017-03-31 | $264k | 7.7k | 34.22 |
| 2016-12-31 | $249k | 7.7k | 32.49 |