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Pfizer shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Pfizer

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

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Quarterly reported holdings in Pfizer by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $162k 18k 8.89
2025-06-30 $98k 17k 5.88
2025-03-31 $74k 16k 4.63
2024-12-31 $79k 17k 4.70
2024-09-30 $88k 11k 7.87
2022-03-31 $154k 3.0k 51.68