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Pfizer shares owned by Lyell Wealth Management

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

Historical chart of Lyell Wealth Management investment in Pfizer

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

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Quarterly reported holdings in Pfizer by Lyell Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 7.9k 28.79
2023-09-30 $256k 7.7k 33.17
2023-06-30 $348k 9.5k 36.68
2023-03-31 $387k 9.5k 40.80
2022-12-31 $521k 10k 51.24
2022-09-30 $380k 8.7k 43.79
2022-06-30 $537k 10k 52.40
2022-03-31 $488k 9.4k 51.76
2021-12-31 $464k 7.9k 59.09
2021-09-30 $348k 8.1k 43.05
2021-06-30 $385k 9.8k 39.15
2021-03-31 $314k 8.7k 36.27
2020-12-31 $417k 11k 36.78
2020-09-30 $217k 5.9k 36.62
2019-12-31 $257k 6.6k 39.22
2019-09-30 $200k 5.6k 35.85
2019-06-30 $1.0M 23k 43.31
2019-03-31 $1.8M 43k 42.47
2018-12-31 $4.1M 94k 43.65
2018-09-30 $4.1M 93k 44.07
2018-06-30 $3.3M 91k 36.28
2018-03-31 $3.3M 92k 35.49
2017-12-31 $3.2M 87k 36.22
2017-09-30 $3.1M 86k 35.70
2017-06-30 $2.8M 83k 33.59
2017-03-31 $2.6M 75k 34.21
2016-12-31 $2.5M 77k 32.48