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Pfizer shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $449k 16k 28.94
2024-06-30 $224k 8.0k 27.98
2023-09-30 $213k 6.4k 33.17
2023-06-30 $248k 6.8k 36.68
2023-03-31 $348k 8.5k 40.80
2022-12-31 $290k 5.7k 51.24
2022-06-30 $907k 17k 52.41
2022-03-31 $742k 14k 51.78

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Pfizer

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Northern Trust
Capital World Investors
Amundi
Citadel Advisors

View all funds holding Pfizer