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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

PFE holding history

Pfizer Inc in every 13F filed by KCS Wealth Advisory, 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 Q3 2023 holdings

Shares (Q3 2023)
22,900
Value
$759.6K
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of PFE by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202322,900$759.6K0.3%+10,469+84.2%AddedHolders
Q2 202312,431$456.0K0.2%−252−2.0%ReducedHolders
Q1 202312,683$517.5K0.2%−4,034−24.1%ReducedHolders
Q4 202216,717$856.6K0.4%+4,341+35.1%AddedHolders
Q3 202212,376$542.0K0.3%−104−0.8%ReducedHolders
Q2 202212,480$654.0K0.3%−550−4.2%ReducedHolders
Q1 202213,030$675.0K0.3%−517−3.8%ReducedHolders
Q4 202113,547$800.0K0.3%+862+6.8%AddedHolders
Q3 202112,685$546.0K0.3%−98−0.8%ReducedHolders
Q2 202112,783$501.0K0.2%+500+4.1%AddedHolders
Q1 202112,283$445.0K0.2%––Holders

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