Pfizer shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $539k | 21k | 25.48 |
| 2025-06-30 | $492k | 20k | 24.24 |
| 2025-03-31 | $555k | 22k | 25.34 |
| 2024-12-31 | $584k | 22k | 26.53 |
| 2024-09-30 | $624k | 23k | 27.75 |
| 2024-06-30 | $629k | 23k | 27.98 |
| 2024-03-31 | $624k | 23k | 27.75 |
| 2023-12-31 | $798k | 28k | 28.79 |
| 2023-09-30 | $1.0M | 31k | 33.17 |
| 2023-06-30 | $958k | 26k | 36.68 |
| 2023-03-31 | $1.1M | 25k | 44.15 |
| 2022-12-31 | $1.3M | 25k | 51.24 |
| 2022-09-30 | $1.1M | 26k | 43.78 |
| 2022-06-30 | $1.3M | 25k | 52.45 |
| 2022-03-31 | $1.3M | 25k | 51.77 |
| 2021-12-31 | $1.4M | 25k | 59.04 |
| 2021-09-30 | $955k | 22k | 43.00 |
| 2021-06-30 | $860k | 22k | 39.16 |
| 2021-03-31 | $775k | 21k | 36.27 |
| 2020-12-31 | $657k | 18k | 36.81 |
More positions owned by Monticello Wealth Management
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