Back to PFE
Total Wealth Planning & Management, Inc. → PFE
Total Wealth Planning & Management, Inc. PFE Position History
Pfizer Inc. • Healthcare
Quarters held
8
Latest value
$388K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q4 2025 | $319K |
| Q1 2026 | $382K |
| Q1 2026 | $1.5M |
| Q2 2026 | $327K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $388K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $388K | 13.6K | — | — |
| Q3 2026 | $1.5M | 53.4K | — | — |
| Q2 2026 | $1.2M | 49.3K | — | — |
| Q2 2026 | $327K | 13.6K | — | — |
| Q1 2026 | $1.5M | 52.6K | — | — |
| Q1 2026 | $382K | 13.6K | — | — |
| Q4 2025 | $319K | 12.8K | — | — |
| Q4 2025 | $1.3M | 50.9K | — | — |
Other funds holding PFE
$12.6B
$12.2B
$12.2B
$8.5B
$8.4B
$8.3B