Ownership history in Xcel Wealth Management, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC 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 | REDUCED | 158,187 | -26,595 | -14.4% | 1.00% | $3.9M | $24.49 |
| 2025 Q3 | REDUCED | 184,782 | -14,854 | -7.4% | 1.22% | $4.7M | $24.63 |
| 2025 Q2 | REDUCED | 199,636 | -29,641 | -12.9% | 1.38% | $4.8M | $23.03 |
| 2025 Q1 | REDUCED | 229,277 | -2,890 | -1.2% | 1.81% | $5.8M | $23.63 |
| 2024 Q4 | REDUCED | 232,167 | -44,544 | -16.1% | 1.71% | $6.2M | $24.33 |
| 2024 Q3 | ADDED | 276,711 | +1,055 | +0.4% | 2.34% | $8.0M | $26.14 |
| 2024 Q2 | ADDED | 275,656 | +3,021 | +1.1% | 2.42% | $7.7M | $24.92 |
| 2024 Q1 | ADDED | 272,635 | +35,280 | +14.9% | 2.37% | $7.6M | $24.35 |
| 2023 Q4 | REDUCED | 237,355 | -41,125 | -14.8% | 2.40% | $6.8M | $24.88 |
| 2023 Q3 | REDUCED | 278,480 | -14,424 | -4.9% | 3.64% | $9.2M | $28.29 |
As of 2025 Q4 — sorted by position size