Pfizer shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Pfizer
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All positions including Pfizer held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pfizer by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.7M | 277k | 24.24 |
| 2025-03-31 | $7.1M | 279k | 25.34 |
| 2024-12-31 | $8.2M | 309k | 26.53 |
| 2024-09-30 | $9.2M | 317k | 28.94 |
| 2024-06-30 | $9.4M | 335k | 27.98 |
| 2024-03-31 | $9.3M | 336k | 27.75 |
| 2023-12-31 | $9.6M | 333k | 28.79 |
| 2023-09-30 | $12M | 362k | 33.17 |
| 2023-06-30 | $13M | 3.3k | 4012.09 |
| 2023-03-31 | $53M | 290k | 182.30 |
| 2022-12-31 | $8.2M | 161k | 51.24 |
| 2022-09-30 | $6.4M | 147k | 43.76 |
| 2022-06-30 | $5.6M | 108k | 52.43 |
| 2022-03-31 | $5.0M | 96k | 51.77 |
| 2021-12-31 | $5.9M | 100k | 59.05 |
| 2021-09-30 | $4.1M | 5.8k | 719.42 |
| 2021-06-30 | $3.9M | 99k | 39.16 |
| 2021-03-31 | $3.6M | 99k | 36.23 |
| 2020-12-31 | $3.5M | 96k | 36.81 |
| 2020-09-30 | $3.3M | 89k | 36.70 |
| 2020-06-30 | $2.8M | 86k | 32.70 |
| 2020-03-31 | $3.2M | 99k | 32.64 |
| 2019-12-31 | $4.3M | 110k | 39.18 |
| 2019-09-30 | $3.2M | 88k | 35.93 |
| 2019-06-30 | $3.8M | 88k | 43.32 |
| 2019-03-31 | $2.9M | 69k | 42.47 |
| 2018-12-31 | $2.8M | 64k | 43.65 |
| 2018-09-30 | $2.5M | 57k | 44.07 |
| 2018-06-30 | $909k | 25k | 36.26 |
| 2018-03-31 | $825k | 23k | 35.48 |
| 2017-12-31 | $556k | 15k | 36.19 |
| 2017-09-30 | $547k | 15k | 35.71 |
| 2017-06-30 | $506k | 15k | 33.56 |
| 2017-03-31 | $547k | 16k | 34.22 |
| 2016-12-31 | $618k | 20k | 30.47 |
| 2016-09-30 | $702k | 21k | 33.88 |
| 2016-06-30 | $564k | 16k | 35.20 |
| 2016-03-31 | $497k | 17k | 29.61 |
| 2015-12-31 | $618k | 19k | 32.29 |
| 2015-09-30 | $598k | 19k | 31.42 |
| 2015-06-30 | $625k | 19k | 33.53 |
| 2015-03-31 | $650k | 19k | 34.79 |
| 2014-12-31 | $665k | 21k | 31.14 |
| 2014-09-30 | $678k | 23k | 29.58 |
| 2014-06-30 | $739k | 25k | 29.67 |
| 2014-03-31 | $928k | 29k | 32.12 |
| 2013-12-31 | $817k | 27k | 30.65 |
| 2013-09-30 | $659k | 23k | 28.74 |
| 2013-06-30 | $567k | 20k | 28.02 |
| 2013-03-31 | $893k | 31k | 28.86 |
| 2012-09-30 | $678k | 27k | 24.85 |
| 2012-06-30 | $689k | 30k | 23.00 |
| 2012-03-31 | $325k | 14k | 22.62 |