Pfizer shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pfizer by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 20k | 25.48 |
| 2025-06-30 | $613k | 25k | 24.24 |
| 2025-03-31 | $675k | 27k | 25.34 |
| 2024-12-31 | $667k | 25k | 26.53 |
| 2024-09-30 | $722k | 25k | 28.94 |
| 2024-06-30 | $670k | 24k | 27.98 |
| 2024-03-31 | $664k | 24k | 27.75 |
| 2023-12-31 | $696k | 24k | 28.79 |
| 2023-09-30 | $821k | 25k | 33.17 |
| 2023-06-30 | $885k | 24k | 36.68 |
| 2023-03-31 | $987k | 24k | 40.80 |
| 2022-12-31 | $1.2M | 24k | 51.24 |
| 2022-09-30 | $1.1M | 24k | 43.76 |
| 2022-06-30 | $1.3M | 24k | 52.43 |
| 2022-03-31 | $1.2M | 24k | 51.77 |
| 2021-12-31 | $1.5M | 25k | 59.05 |
| 2021-09-30 | $1.0M | 24k | 43.01 |
| 2021-06-30 | $951k | 24k | 39.16 |
| 2021-03-31 | $925k | 26k | 36.23 |
| 2020-12-31 | $969k | 26k | 36.81 |
| 2020-09-30 | $879k | 24k | 36.70 |
| 2020-06-30 | $783k | 24k | 32.70 |
| 2020-03-31 | $744k | 23k | 32.64 |
| 2019-12-31 | $944k | 24k | 39.18 |