Pfizer shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $963k | 38k | 25.48 |
| 2025-06-30 | $952k | 39k | 24.24 |
| 2025-03-31 | $995k | 39k | 25.34 |
| 2024-12-31 | $1.0M | 39k | 26.53 |
| 2024-09-30 | $1.1M | 40k | 28.94 |
| 2024-06-30 | $1.1M | 40k | 27.98 |
| 2024-03-31 | $1.1M | 40k | 27.75 |
| 2023-12-31 | $1.2M | 41k | 28.79 |
| 2023-09-30 | $1.4M | 41k | 33.17 |
| 2023-06-30 | $1.5M | 42k | 36.68 |
| 2023-03-31 | $1.8M | 43k | 40.80 |
| 2022-12-31 | $2.3M | 45k | 51.24 |
| 2022-09-30 | $1.9M | 43k | 43.76 |
| 2022-06-30 | $2.3M | 43k | 52.44 |
| 2022-03-31 | $2.2M | 42k | 51.76 |
| 2021-12-31 | $2.5M | 42k | 59.06 |
| 2021-09-30 | $1.8M | 42k | 43.02 |
| 2021-06-30 | $1.6M | 42k | 39.16 |
| 2021-03-31 | $1.5M | 41k | 36.23 |
| 2020-12-31 | $1.5M | 42k | 36.81 |