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
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Quarterly reported holdings in Pfizer by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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