Pfizer shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 60k | 25.48 |
| 2025-06-30 | $1.3M | 55k | 24.24 |
| 2025-03-31 | $1.3M | 54k | 25.17 |
| 2024-12-31 | $1.7M | 64k | 26.53 |
| 2024-09-30 | $3.2M | 110k | 28.96 |
| 2024-06-30 | $2.9M | 105k | 27.98 |
| 2024-03-31 | $1.3M | 47k | 27.75 |
| 2023-12-31 | $1.4M | 48k | 28.79 |
| 2023-09-30 | $2.7M | 12k | 220.76 |
| 2023-06-30 | $521k | 14k | 36.68 |