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Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

PFE holding history

Pfizer Inc in every 13F filed by Defined Wealth Management, 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of PFE by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,218−100.0%Sold outHolders
Q3 20236,218$206.3K0.2%+161+2.7%AddedHolders
Q2 20236,057$222.2K0.2%+23+0.4%AddedHolders
Q1 20236,034$246.2K0.2%+500+9.0%AddedHolders
Q4 20225,534$283.6K0.3%00.0%UnchangedHolders
Q3 20225,534$242.0K0.3%00.0%UnchangedHolders
Q2 20225,534$290.0K0.3%00.0%UnchangedHolders
Q1 20225,534$286.0K0.3%00.0%UnchangedHolders
Q4 20215,534$327.0K0.3%00.0%UnchangedHolders
Q3 20215,534$238.0K0.2%+50+0.9%AddedHolders
Q2 20215,484$215.0K0.2%+5,484NewHolders