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
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Quarterly reported holdings in Pfizer by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 14k | 25.48 |
| 2025-06-30 | $328k | 14k | 24.24 |
| 2025-03-31 | $318k | 13k | 25.34 |
| 2024-12-31 | $389k | 15k | 26.53 |
| 2024-09-30 | $506k | 18k | 28.94 |
| 2024-06-30 | $506k | 18k | 27.98 |
| 2024-03-31 | $484k | 18k | 27.75 |
| 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
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