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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

PFE holding history

Pfizer Inc in every 13F filed by Bernardo Wealth Planning 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 Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of PFE by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−7,291−100.0%Sold outHolders
Q2 20237,291$267.4K0.1%+85+1.2%AddedHolders
Q1 20237,206$294.0K0.1%+105+1.5%AddedHolders
Q4 20227,101$363.9K0.2%+62+0.9%AddedHolders
Q3 20227,039$316.0K0.2%−1,416−16.7%ReducedHolders
Q2 20228,455$443.0K0.3%−42−0.5%ReducedHolders
Q1 20228,497$439.0K0.2%+3,833+82.2%AddedHolders
Q4 20214,664$275.0K0.1%+4,664NewHolders