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Connectus Wealth, LLC

SEC CIK
0001857493
Latest filing
May 14, 2024

PFE holding history

Pfizer Inc in every 13F filed by Connectus Wealth, 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 Q1 2024 holdings

Shares (Q1 2024)
71,258
Value
$1.98M
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of PFE by Connectus Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202471,258$1.98M0.1%−28,506−28.6%ReducedHolders
Q4 202399,764$2.87M0.1%−85,487−46.1%ReducedHolders
Q3 2023185,251$6.15M0.1%+6,422+3.6%AddedHolders
Q2 2023178,829$6.56M0.2%−489,225−73.2%ReducedHolders
Q1 2023668,054$27.3M0.7%+30,820+4.8%AddedHolders
Q4 2022637,234$32.7M0.9%+9,163+1.5%AddedHolders
Q3 2022628,071$27.5M0.6%+29,865+5.0%AddedHolders
Q2 2022598,206$31.4M0.7%+66,736+12.6%AddedHolders
Q1 2022531,470$31.4M1.0%−98,143−15.6%ReducedHolders
Q4 2021629,613$37.2M1.4%+629,613NewHolders