Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Pfizer shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Pfizer

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All positions including Pfizer held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 38k 28.79
2023-09-30 $1.3M 41k 33.17
2023-06-30 $1.5M 41k 36.68
2023-03-31 $1.6M 39k 40.80
2022-12-31 $2.0M 39k 51.24
2022-09-30 $1.7M 39k 43.76
2022-06-30 $2.1M 40k 52.43
2022-03-31 $2.2M 42k 51.78
2021-12-31 $2.5M 43k 59.05
2021-09-30 $1.8M 43k 43.01
2021-06-30 $1.7M 43k 39.15
2021-03-31 $1.6M 43k 36.24
2020-12-31 $1.6M 42k 36.81
2020-09-30 $1.5M 40k 36.69
2020-06-30 $588k 18k 32.68
2020-03-31 $519k 16k 32.65
2019-12-31 $619k 16k 39.19
2019-09-30 $575k 16k 35.95
2019-06-30 $658k 15k 43.30
2019-03-31 $662k 16k 42.45
2018-12-31 $681k 16k 43.67
2018-09-30 $654k 15k 44.06
2018-06-30 $566k 16k 36.29
2018-03-31 $551k 16k 35.48
2017-12-31 $541k 15k 36.24
2017-09-30 $403k 11k 35.73
2017-06-30 $370k 11k 33.54
2017-03-31 $348k 10k 34.18
2016-12-31 $331k 10k 32.51
2016-09-30 $345k 10k 33.89
2016-06-30 $302k 8.6k 35.20
2016-03-31 $254k 8.6k 29.60
2015-09-30 $150k 4.8k 31.38
2015-06-30 $160k 4.8k 33.47
2015-03-31 $166k 4.8k 34.73
2014-12-31 $149k 4.8k 31.17
2014-06-30 $104k 3.5k 29.71
2014-03-31 $112k 3.5k 32.00
2013-12-31 $107k 3.5k 30.57

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Pfizer

Vanguard Group
Wellington Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Legal & General Group
Amundi
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Citadel Advisors
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates

View all funds holding Pfizer