Ownership history in Capital Advantage, Inc. · 42 quarters on record
This page tracks every 13F SEC filing in which Capital Advantage, Inc. reported a position in Pfizer Incorporated (PFE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 9,187 | -159 | -1.7% | 0.04% | $234K | $24.63 |
| 2025 Q2 | REDUCED | 9,346 | -5,550 | -37.3% | 0.04% | $227K | $23.03 |
| 2025 Q1 | UNCHANGED | 14,896 | — | 0% | 0.07% | $395K | $23.63 |
| 2024 Q4 | REDUCED | 14,896 | -5,404 | -26.6% | 0.07% | $395K | $24.33 |
| 2024 Q3 | REDUCED | 20,300 | -1,729 | -7.8% | 0.11% | $587K | $26.14 |
| 2024 Q2 | ADDED | 22,029 | +16 | +0.1% | 0.13% | $615K | $24.92 |
| 2024 Q1 | REDUCED | 22,013 | -232 | -1.0% | 0.13% | $626K | $24.35 |
| 2023 Q4 | REDUCED | 22,245 | -2,825 | -11.3% | 0.13% | $640K | $24.88 |
| 2023 Q3 | ADDED | 25,070 | +508 | +2.1% | 0.18% | $832K | $28.29 |
| 2023 Q2 | REDUCED | 24,562 | -235 | -0.9% | 0.18% | $876K | $30.94 |
As of 2025 Q4 — sorted by position size