Pfizer shares owned by TrueWealth Advisors
Historical chart of TrueWealth Advisors investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pfizer by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $541k | 19k | 28.94 |
| 2024-06-30 | $510k | 18k | 27.98 |
| 2024-03-31 | $574k | 21k | 27.75 |
| 2023-12-31 | $306k | 11k | 28.79 |
| 2023-09-30 | $453k | 14k | 33.17 |
| 2023-06-30 | $501k | 14k | 36.68 |
| 2023-03-31 | $564k | 14k | 40.80 |
| 2022-12-31 | $721k | 14k | 51.24 |
| 2022-09-30 | $606k | 14k | 43.75 |
| 2022-06-30 | $722k | 14k | 52.44 |
| 2022-03-31 | $722k | 12k | 59.07 |
| 2021-12-31 | $722k | 12k | 59.07 |
| 2021-09-30 | $319k | 7.4k | 43.07 |
| 2021-06-30 | $290k | 7.4k | 39.15 |
| 2021-03-31 | $308k | 7.9k | 38.99 |