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Pfizer shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Pfizer

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All positions including Pfizer held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 18k 28.79
2023-09-30 $744k 22k 33.17
2023-06-30 $849k 23k 36.68
2023-03-31 $920k 23k 40.80
2022-12-31 $1.6M 31k 51.24
2022-09-30 $977k 22k 43.75
2022-06-30 $233k 4.5k 52.32
2022-03-31 $102k 2.0k 51.75
2021-12-31 $73k 1.2k 58.73
2020-12-31 $7.0k 196 35.71