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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
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Morgan Stanley
Massachusetts Financial Services
Citadel Advisors
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Pfizer