Pfizer shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Pfizer
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Quarterly reported holdings in Pfizer by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.4M | 220k | 28.94 |
| 2024-06-30 | $6.3M | 224k | 27.98 |
| 2024-03-31 | $6.1M | 219k | 27.75 |
| 2023-12-31 | $5.4M | 188k | 28.79 |
| 2023-09-30 | $5.9M | 178k | 33.17 |
| 2023-06-30 | $6.4M | 176k | 36.68 |
| 2023-03-31 | $6.9M | 170k | 40.80 |
| 2022-12-31 | $7.8M | 153k | 51.24 |
| 2022-09-30 | $6.7M | 152k | 43.76 |
| 2022-06-30 | $8.0M | 152k | 52.43 |
| 2022-03-31 | $7.8M | 150k | 51.77 |
| 2021-12-31 | $8.7M | 147k | 59.05 |
| 2021-09-30 | $6.7M | 155k | 43.01 |
| 2021-06-30 | $6.4M | 164k | 39.16 |
| 2021-03-31 | $5.7M | 156k | 36.23 |
| 2020-12-31 | $5.0M | 136k | 36.81 |
| 2020-09-30 | $4.7M | 127k | 36.70 |
| 2020-06-30 | $4.1M | 124k | 32.70 |
| 2020-03-31 | $251k | 7.7k | 32.70 |
| 2019-12-31 | $312k | 8.0k | 39.16 |