Pfizer shares owned by UMA Financial Services
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Pfizer
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Quarterly reported holdings in Pfizer by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 8.9k | 29.44 |
| 2024-06-30 | $299k | 10k | 29.50 |
| 2024-03-31 | $256k | 10k | 25.69 |
| 2023-12-31 | $299k | 11k | 28.31 |
| 2023-09-30 | $334k | 10k | 33.20 |
| 2023-06-30 | $349k | 9.5k | 36.65 |
| 2023-03-31 | $380k | 9.4k | 40.24 |
| 2022-12-31 | $417k | 9.3k | 44.71 |
| 2022-09-30 | $435k | 9.9k | 44.13 |
| 2022-06-30 | $494k | 9.8k | 50.63 |
| 2022-03-31 | $485k | 9.8k | 49.70 |
| 2021-12-31 | $651k | 12k | 55.74 |
| 2021-09-30 | $485k | 12k | 41.53 |
| 2021-06-30 | $464k | 11k | 41.51 |
| 2021-03-31 | $435k | 12k | 36.29 |
| 2020-12-31 | $355k | 10k | 34.51 |
| 2020-09-30 | $361k | 10k | 36.19 |
| 2020-06-30 | $383k | 10k | 38.40 |
| 2020-03-31 | $360k | 9.9k | 36.27 |
| 2019-12-31 | $337k | 8.6k | 39.36 |
| 2019-09-30 | $331k | 8.6k | 38.65 |