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Pfizer shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $62k 1.2k 52.81
2022-03-31 $62k 1.2k 51.71
2021-12-31 $71k 1.2k 59.22
2021-09-30 $48k 1.1k 42.70
2021-06-30 $49k 1.3k 38.77
2020-03-31 $36k 1.1k 32.76
2019-12-31 $52k 1.3k 38.86
2019-06-30 $57k 1.3k 43.38
2019-03-31 $57k 1.3k 43.38
2018-12-31 $354k 8.1k 43.69

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Flexshares Tr Iboxx 5yr Trgt (TDTF)
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Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Pfizer

Vanguard Group
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Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
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Fisher Investments
Legal & General Group
Amundi
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View all funds holding Pfizer