Pfizer shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 15k | 25.48 |
| 2025-06-30 | $360k | 15k | 24.24 |
| 2025-03-31 | $349k | 14k | 25.34 |
| 2024-12-31 | $363k | 14k | 26.53 |
| 2024-09-30 | $351k | 12k | 28.94 |
| 2024-06-30 | $339k | 12k | 27.98 |
| 2024-03-31 | $322k | 12k | 27.75 |
| 2023-09-30 | $380k | 11k | 33.17 |
| 2023-06-30 | $438k | 12k | 36.68 |
| 2023-03-31 | $474k | 12k | 40.80 |
| 2022-12-31 | $593k | 12k | 51.24 |
| 2022-09-30 | $505k | 12k | 43.72 |
| 2022-06-30 | $579k | 11k | 52.44 |
| 2022-03-31 | $600k | 12k | 51.79 |
| 2021-12-31 | $685k | 12k | 59.08 |
| 2021-09-30 | $499k | 12k | 42.97 |
| 2021-06-30 | $518k | 13k | 39.10 |
| 2021-03-31 | $609k | 15k | 39.91 |
| 2020-12-31 | $100k | 2.7k | 36.81 |