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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

PFE holding history

Pfizer Inc in every 13F filed by Compass 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of PFE by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−4,956−100.0%Sold outHolders
Q1 20254,956$125.6K<0.1%00.0%UnchangedHolders
Q4 20244,956$131.5K<0.1%−4,522−47.7%ReducedHolders
Q3 20249,478$274.3K0.1%+322+3.5%AddedHolders
Q2 20249,156$256.2K0.1%+1,500+19.6%AddedHolders
Q1 20247,656$212.5K0.1%+2,550+49.9%AddedHolders
Q4 20235,106$147.0K<0.1%−2,417−32.1%ReducedHolders
Q3 20237,523$249.5K0.1%+5,200+223.8%AddedHolders
Q2 20232,323$85.2K<0.1%00.0%UnchangedHolders
Q1 20232,323$94.8K<0.1%−10−0.4%ReducedHolders
Q4 20222,333$119.5K<0.1%–No prior filingHolders