Ownership history in Straight Path Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in PFIZER INC (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 Q4 | ADDED | 53,564 | +13,064 | +32.3% | 0.36% | $1.3M | $24.49 |
| 2025 Q3 | REDUCED | 40,500 | -13,516 | -25.0% | 0.28% | $1.0M | $24.63 |
| 2025 Q3 | REDUCED | 54,016 | -200 | -0.4% | 0.37% | $1.4M | $24.63 |
| 2025 Q2 | ADDED | 54,216 | +16,409 | +43.4% | 0.45% | $1.3M | $23.03 |
| 2025 Q1 | ADDED | 37,807 | +200 | +0.5% | 0.39% | $958K | $23.63 |
| 2024 Q4 | REDUCED | 37,607 | -605 | -1.6% | 0.39% | $998K | $24.33 |
| 2024 Q3 | ADDED | 38,212 | +1,187 | +3.2% | 0.48% | $1.1M | $26.14 |
| 2024 Q2 | ADDED | 37,025 | +6,513 | +21.3% | 0.53% | $1.0M | $24.92 |
| 2024 Q1 | INITIATED | 30,512 | — | — | 0.48% | $847K | — |
As of 2025 Q4 — sorted by position size