Pfizer shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 183k | 25.48 |
| 2025-06-30 | $4.5M | 186k | 24.24 |
| 2025-03-31 | $4.8M | 188k | 25.34 |
| 2024-12-31 | $4.8M | 203k | 23.45 |
| 2024-09-30 | $5.6M | 218k | 25.81 |
| 2024-06-30 | $5.4M | 217k | 24.95 |
| 2024-03-31 | $5.0M | 192k | 26.27 |
| 2023-12-31 | $5.2M | 180k | 28.79 |
| 2023-09-30 | $6.4M | 194k | 33.17 |
| 2023-06-30 | $8.0M | 219k | 36.68 |
| 2023-03-31 | $8.6M | 212k | 40.80 |
| 2022-12-31 | $11M | 213k | 51.24 |
| 2022-09-30 | $8.7M | 199k | 43.76 |
| 2022-06-30 | $10M | 193k | 52.43 |
| 2022-03-31 | $11M | 209k | 51.77 |
| 2021-12-31 | $12M | 195k | 59.05 |
| 2021-09-30 | $8.3M | 194k | 43.01 |
| 2021-06-30 | $6.8M | 173k | 39.16 |
| 2021-03-31 | $6.0M | 167k | 36.23 |
| 2020-12-31 | $5.8M | 157k | 36.81 |
| 2020-09-30 | $5.3M | 146k | 36.70 |
| 2020-06-30 | $5.4M | 166k | 32.70 |
| 2020-03-31 | $4.6M | 129k | 35.37 |
| 2019-12-31 | $4.9M | 125k | 39.18 |
| 2019-09-30 | $4.3M | 121k | 35.93 |
| 2019-06-30 | $5.0M | 116k | 43.32 |
| 2019-03-31 | $4.9M | 114k | 42.47 |
| 2018-12-31 | $5.0M | 114k | 43.65 |
| 2018-09-30 | $4.9M | 114k | 43.06 |
| 2018-06-30 | $4.7M | 116k | 40.82 |
| 2018-03-31 | $4.1M | 115k | 35.49 |
| 2017-12-31 | $4.0M | 112k | 36.22 |
| 2017-09-30 | $3.5M | 99k | 35.70 |