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Pfizer shares owned by TruWealth Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by TruWealth Advisors from 13F filings

Historical chart of TruWealth Advisors investment in Pfizer

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All positions including Pfizer held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
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