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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

PFE holding history

Pfizer Inc in every 13F filed by Source Financial Advisors 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 Q3 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of PFE by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,425−100.0%Sold outHolders
Q3 20236,425$213.1K0.1%−73−1.1%ReducedHolders
Q2 20236,498$238.4K0.1%−115−1.7%ReducedHolders
Q1 20236,613$269.8K0.1%−85−1.3%ReducedHolders
Q4 20226,698$343.2K0.1%+341+5.4%AddedHolders
Q3 20226,357$279.0K0.1%−268−4.0%ReducedHolders
Q2 20226,625$347.0K0.1%+107+1.6%AddedHolders
Q1 20226,518$337.0K0.1%−955−12.8%ReducedHolders
Q4 20217,473$441.0K0.1%−320−4.1%ReducedHolders
Q3 20217,793$335.0K0.1%+35+0.5%AddedHolders
Q2 20217,758$304.0K0.1%−108−1.4%ReducedHolders
Q1 20217,866$285.0K0.1%––Holders

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