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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Sonoma Private 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 Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of PFE by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−13,461−100.0%Sold outHolders
Q3 202413,461$389.6K0.6%−381−2.8%ReducedHolders
Q2 202413,842$387.3K0.6%−130−0.9%ReducedHolders
Q1 202413,972$387.7K0.6%+13,972NewHolders
Q4 20230$00.0%−18,075−100.0%Sold outHolders
Q3 202318,075$599.5K1.1%−481−2.6%ReducedHolders
Q2 202318,556$680.6K1.2%+1,305+7.6%AddedHolders
Q1 202317,251$703.8K1.4%−307−1.7%ReducedHolders
Q4 202217,558$899.7K2.0%–No prior filingHolders