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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

PFE holding history

Pfizer Inc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q4 2023 holdings

Shares (Q4 2023)
22,386
Value
$644.5K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of PFE by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202322,386$644.5K<0.1%−8,741−28.1%ReducedHolders
Q3 202331,127$1.03M0.1%−4,184−11.8%ReducedHolders
Q2 202335,311$1.30M0.1%+5,224+17.4%AddedHolders
Q1 202330,087$1.23M0.1%−4,141−12.1%ReducedHolders
Q4 202234,228$1.75M0.1%−6,893−16.8%ReducedHolders
Q3 202241,121$1.80M0.1%+4,716+13.0%AddedHolders
Q2 202236,405$1.91M0.1%−4,694−11.4%ReducedHolders
Q1 202241,099$2.13M0.1%+1,312+3.3%AddedHolders
Q4 202139,787$2.35M0.2%−6,684−14.4%ReducedHolders
Q3 202146,471$2.00M0.2%−4,295−8.5%ReducedHolders
Q2 202150,766$1.99M0.2%+9,156+22.0%AddedHolders
Q1 202141,610$1.51M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.