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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

PFE holding history

Pfizer Inc in every 13F filed by Phoenix Wealth Advisors, 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of PFE by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−8,958−100.0%Sold outHolders
Q1 20258,958$227.0K0.1%−20−0.2%ReducedHolders
Q4 20248,978$238.2K0.1%−1,086−10.8%ReducedHolders
Q3 202410,064$291.3K0.1%00.0%UnchangedHolders
Q2 202410,064$281.6K0.1%00.0%UnchangedHolders
Q1 202410,064$279.3K0.2%00.0%UnchangedHolders
Q4 202310,064$299.2K0.2%00.0%UnchangedHolders
Q3 202310,064$333.8K0.2%00.0%UnchangedHolders
Q2 202310,064$369.1K0.2%00.0%UnchangedHolders
Q1 202310,064$410.6K0.3%00.0%UnchangedHolders
Q4 202210,064$515.7K0.3%00.0%UnchangedHolders
Q3 202210,064$440.0K0.4%−127−1.2%ReducedHolders
Q2 202210,191$534.0K0.5%−63−0.6%ReducedHolders
Q1 202210,254$542.0K0.6%00.0%UnchangedHolders
Q4 202110,254$605.0K0.5%00.0%UnchangedHolders
Q3 202110,254$441.0K0.3%−96−0.9%ReducedHolders
Q2 202110,350$407.0K0.3%00.0%UnchangedHolders
Q1 202110,350$376.0K0.3%––Holders

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