Pfizer shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Pfizer
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Quarterly reported holdings in Pfizer by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $268k | 9.2k | 28.94 |
| 2024-06-30 | $252k | 9.0k | 27.98 |
| 2024-03-31 | $298k | 11k | 27.75 |
| 2023-12-31 | $300k | 10k | 28.79 |
| 2023-09-30 | $258k | 7.8k | 33.17 |
| 2023-06-30 | $251k | 6.8k | 36.68 |
| 2023-03-31 | $273k | 6.7k | 40.80 |
| 2022-12-31 | $341k | 6.7k | 51.24 |
| 2022-09-30 | $290k | 6.6k | 43.78 |
| 2022-06-30 | $346k | 6.6k | 52.45 |
| 2022-03-31 | $340k | 6.6k | 51.77 |
| 2021-12-31 | $393k | 6.6k | 59.12 |
| 2021-09-30 | $363k | 8.4k | 43.02 |
| 2021-06-30 | $297k | 7.6k | 39.21 |
| 2021-03-31 | $273k | 7.5k | 36.21 |
| 2020-12-31 | $408k | 11k | 36.80 |
| 2020-09-30 | $512k | 14k | 36.64 |
| 2020-06-30 | $497k | 15k | 32.72 |
| 2020-03-31 | $494k | 15k | 32.66 |
| 2019-12-31 | $584k | 15k | 39.17 |
| 2019-09-30 | $521k | 15k | 35.74 |
| 2019-06-30 | $362k | 8.4k | 43.34 |
| 2019-03-31 | $486k | 11k | 42.50 |
| 2018-12-31 | $550k | 13k | 43.68 |
| 2018-09-30 | $576k | 13k | 44.08 |
| 2018-06-30 | $490k | 14k | 36.25 |
| 2018-03-31 | $496k | 14k | 35.50 |
| 2017-12-31 | $518k | 14k | 36.21 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners