Pfizer shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pfizer by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $274k | 9.5k | 28.94 |
2024-06-30 | $256k | 9.2k | 27.98 |
2024-03-31 | $213k | 7.7k | 27.75 |
2023-12-31 | $147k | 5.1k | 28.79 |
2023-09-30 | $250k | 7.5k | 33.17 |
2023-06-30 | $85k | 2.3k | 36.68 |
2023-03-31 | $95k | 2.3k | 40.80 |
2022-12-31 | $120k | 2.3k | 51.24 |