PFE Pfizer Incorporated

Ownership history in WP Advisors, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which WP Advisors, LLC 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.

Peak position
4.6% (2024 Q4)
Avg. % of fund
1.12%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 526,343 -5,001 -0.9% 3.26% $13.1M $24.49
2025 Q3 ADDED 531,344 +2,539 +0.5% 3.44% $13.5M $24.63
2025 Q2 ADDED 528,805 +12,259 +2.4% 3.52% $12.8M $23.03
2025 Q1 REDUCED 516,546 -4,308 -0.8% 4.36% $13.1M $23.63
2024 Q4 ADDED 520,854 +442,360 +563.6% 4.60% $13.8M $24.33
2024 Q3 REDUCED 78,494 -2,800 -3.4% 0.83% $2.3M $26.14
2024 Q2 ADDED 81,294 +16,053 +24.6% 0.73% $2.3M $24.92
2024 Q1 ADDED 65,241 +22,844 +53.9% 0.59% $1.8M $24.35
2023 Q4 ADDED 42,397 +22,510 +113.2% 0.45% $1.2M $24.88
2023 Q3 ADDED 19,887 +735 +3.8% 0.27% $660K $28.29
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFE price (monthly, adj. close)
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