Pfizer shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $732k | 25k | 28.94 |
| 2024-06-30 | $724k | 26k | 27.98 |
| 2024-03-31 | $722k | 26k | 27.75 |
| 2023-12-31 | $963k | 33k | 28.79 |
| 2023-09-30 | $1.4M | 43k | 33.17 |
| 2023-06-30 | $1.6M | 44k | 36.68 |
| 2023-03-31 | $1.9M | 46k | 40.80 |
| 2022-12-31 | $2.4M | 47k | 51.24 |
| 2022-09-30 | $2.1M | 48k | 43.76 |
| 2022-06-30 | $2.6M | 49k | 52.43 |
| 2022-03-31 | $2.7M | 52k | 51.77 |
| 2021-12-31 | $3.1M | 52k | 59.05 |
| 2021-09-30 | $2.3M | 53k | 43.01 |
| 2021-06-30 | $2.1M | 53k | 39.16 |
| 2021-03-31 | $2.0M | 54k | 36.24 |
| 2020-12-31 | $2.0M | 54k | 36.80 |
| 2020-09-30 | $2.0M | 54k | 36.71 |
| 2020-06-30 | $1.8M | 54k | 32.71 |
| 2020-03-31 | $1.9M | 57k | 32.64 |
| 2019-12-31 | $2.3M | 58k | 39.17 |
| 2019-09-30 | $893k | 25k | 35.94 |
| 2019-06-30 | $1.1M | 25k | 43.31 |
| 2019-03-31 | $1.1M | 25k | 42.46 |
| 2018-12-31 | $951k | 22k | 43.67 |
| 2018-09-30 | $1.0M | 23k | 44.07 |
| 2018-06-30 | $831k | 23k | 36.27 |
| 2018-03-31 | $812k | 23k | 35.48 |
| 2017-12-31 | $873k | 24k | 36.21 |
| 2017-09-30 | $872k | 24k | 35.68 |
| 2017-06-30 | $820k | 24k | 33.59 |
| 2017-03-31 | $834k | 24k | 34.19 |
| 2016-12-31 | $791k | 24k | 32.46 |
More positions owned by Concentric Wealth Management
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