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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

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Quarterly reported holdings in Pfizer by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
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