Skip to main content

WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

PFE holding history

Pfizer Inc in every 13F filed by WR Wealth Planners, 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 Q4 2024 holdings

Shares (Q4 2024)
8,422
Value
$223.4K
% of portfolio
0.1%
Quarters held
11
Since Q1 2022
Holdings of PFE by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20248,422$223.4K0.1%+83+1.0%AddedHolders
Q3 20248,339$241.3K0.1%+2,206+36.0%AddedHolders
Q2 20246,133$171.6K0.1%+411+7.2%AddedHolders
Q1 20245,722$158.8K<0.1%+5,722NewHolders
Q4 20230$00.0%−5,775−100.0%Sold outHolders
Q3 20235,775$191.5K0.1%+108+1.9%AddedHolders
Q2 20235,667$207.9K0.1%+167+3.0%AddedHolders
Q1 20235,500$224.4K0.1%+4,804+690.2%AddedHolders
Q4 2022696$35.7K<0.1%+1+0.1%AddedHolders
Q3 2022695$30.4K<0.1%−172−19.8%ReducedHolders
Q2 2022867$45.5K<0.1%+1+0.1%AddedHolders
Q1 2022866$44.8K<0.1%–No prior filingHolders