Pfizer shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Pfizer
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Quarterly reported holdings in Pfizer by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.6M | 128k | 27.98 |
| 2024-03-31 | $3.5M | 125k | 27.75 |
| 2023-09-30 | $4.1M | 122k | 33.17 |
| 2023-06-30 | $4.3M | 118k | 36.68 |
| 2023-03-31 | $4.7M | 114k | 40.80 |
| 2022-12-31 | $5.3M | 103k | 51.24 |
| 2022-09-30 | $4.6M | 105k | 43.76 |
| 2022-06-30 | $5.3M | 101k | 52.43 |
| 2022-03-31 | $5.0M | 97k | 51.77 |
| 2021-12-31 | $5.6M | 95k | 59.05 |
| 2021-09-30 | $66k | 1.5k | 43.11 |
| 2021-06-30 | $40k | 1.0k | 39.14 |
| 2021-03-31 | $40k | 1.1k | 35.97 |
| 2020-12-31 | $40k | 1.1k | 36.36 |
| 2019-12-31 | $3.0k | 75 | 40.00 |
More positions owned by Walled Lake Planning & Wealth Management
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