Pfizer shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pfizer by Phoenix Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $238k | 9.0k | 26.53 |
2024-09-30 | $291k | 10k | 28.94 |
2024-06-30 | $282k | 10k | 27.98 |
2024-03-31 | $279k | 10k | 27.75 |
2023-12-31 | $299k | 10k | 29.73 |
2023-09-30 | $334k | 10k | 33.17 |
2023-06-30 | $369k | 10k | 36.68 |
2023-03-31 | $411k | 10k | 40.80 |
2022-12-31 | $516k | 10k | 51.24 |
2022-09-30 | $440k | 10k | 43.72 |
2022-06-30 | $534k | 10k | 52.40 |
2022-03-31 | $542k | 10k | 52.86 |
2021-12-31 | $605k | 10k | 59.00 |
2021-09-30 | $441k | 10k | 43.01 |
2021-06-30 | $407k | 10k | 39.32 |
2021-03-31 | $376k | 10k | 36.33 |
2020-12-31 | $374k | 10k | 36.81 |