Xcel Wealth Management »

Pfizer shares owned by Xcel Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Xcel Wealth Management from 13F filings

Historical chart of Xcel Wealth Management investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pfizer by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 277k 28.94
2024-06-30 $7.7M 276k 27.98
2024-03-31 $7.6M 273k 27.75
2023-12-31 $6.8M 237k 28.79
2023-09-30 $9.2M 279k 33.17
2023-06-30 $11M 293k 36.68
2023-03-31 $11M 278k 40.80
2022-12-31 $15M 292k 51.24
2022-09-30 $17M 391k 43.76
2022-06-30 $22M 418k 52.43
2022-03-31 $23M 452k 51.77
2021-12-31 $26M 432k 59.05
2021-09-30 $18M 415k 43.01
2021-06-30 $16M 415k 39.16
2021-03-31 $15M 416k 36.23
2020-12-31 $8.0M 216k 36.81
2020-09-30 $8.1M 220k 36.70
2020-06-30 $7.2M 219k 32.70
2020-03-31 $5.6M 171k 32.64
2019-12-31 $6.1M 155k 39.17
2019-09-30 $5.3M 149k 35.93
2019-06-30 $4.6M 107k 43.32
2019-03-31 $4.5M 106k 42.47
2018-12-31 $4.9M 111k 43.65