Pfizer shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pfizer by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 90k | 27.21 |
| 2025-03-31 | $2.7M | 107k | 25.34 |
| 2024-12-31 | $2.8M | 107k | 26.20 |
| 2024-09-30 | $2.3M | 78k | 28.94 |
| 2024-06-30 | $1.9M | 69k | 27.98 |
| 2024-03-31 | $869k | 31k | 27.75 |
| 2023-12-31 | $350k | 12k | 28.79 |
| 2023-09-30 | $305k | 9.8k | 31.25 |
| 2023-06-30 | $456k | 12k | 36.68 |
| 2023-03-31 | $327k | 8.0k | 40.80 |
| 2022-12-31 | $379k | 7.4k | 51.24 |
| 2022-09-30 | $339k | 7.4k | 45.80 |
| 2022-06-30 | $7.0M | 136k | 51.77 |
| 2022-03-31 | $7.0M | 135k | 51.77 |
| 2021-12-31 | $9.0M | 166k | 54.53 |
| 2021-09-30 | $6.8M | 158k | 43.01 |
| 2021-06-30 | $6.1M | 156k | 39.16 |
| 2021-03-31 | $5.6M | 151k | 36.81 |
| 2020-12-31 | $5.4M | 148k | 36.70 |
| 2020-09-30 | $5.5M | 153k | 36.23 |
| 2020-06-30 | $5.2M | 153k | 33.75 |
| 2020-03-31 | $5.2M | 150k | 34.57 |
| 2019-12-31 | $6.4M | 160k | 40.16 |
| 2019-09-30 | $5.7M | 157k | 36.11 |
| 2019-06-30 | $6.5M | 151k | 43.32 |
| 2019-03-31 | $6.0M | 140k | 42.84 |
| 2018-12-31 | $5.8M | 133k | 43.65 |
| 2018-09-30 | $6.5M | 151k | 43.12 |
| 2018-06-30 | $3.4M | 97k | 35.49 |
| 2018-03-31 | $3.5M | 98k | 35.49 |
| 2017-12-31 | $3.1M | 86k | 36.21 |
| 2017-09-30 | $2.7M | 77k | 35.70 |
| 2017-06-30 | $2.2M | 65k | 33.59 |
| 2017-03-31 | $1.7M | 51k | 34.21 |
| 2016-12-31 | $1.7M | 52k | 32.48 |
| 2016-09-30 | $2.1M | 63k | 33.87 |
| 2016-06-30 | $1.7M | 48k | 35.21 |
| 2016-03-31 | $718k | 24k | 29.65 |
| 2015-12-31 | $669k | 21k | 32.27 |
| 2015-09-30 | $456k | 15k | 31.37 |
| 2015-06-30 | $507k | 15k | 33.49 |
| 2015-03-31 | $481k | 14k | 33.55 |
| 2014-12-31 | $439k | 14k | 31.16 |
More positions owned by Summit Financial Wealth Advisors
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