A detailed history of Icon Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 981 shares of PFE stock, worth $25,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares
981
Previous 18,206 94.61%
Holding current value
$25,280
Previous $509,000 94.5%
% of portfolio
0.0%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$27.7 - $31.39 $476,717 - $540,221
17,210 Added 1754.33%
18,191 $526,000
Q3 2024

Nov 12, 2024

SELL
$27.7 - $31.39 $477,132 - $540,692
-17,225 Reduced 94.61%
981 $28,000
Q2 2024

Aug 14, 2024

SELL
$25.26 - $29.6 $3,561 - $4,173
-141 Reduced 0.77%
18,206 $509,000
Q1 2024

May 15, 2024

BUY
$25.89 - $29.73 $44,401 - $50,986
1,715 Added 10.31%
18,347 $509,000
Q4 2023

Feb 14, 2024

SELL
$26.13 - $33.94 $66,892 - $86,886
-2,560 Reduced 13.34%
16,632 $478,000
Q4 2022

Feb 14, 2023

BUY
$41.75 - $54.5 $33,316 - $43,491
798 Added 4.34%
19,192 $983,000
Q3 2022

Jan 25, 2023

BUY
$43.76 - $53.42 $804,921 - $982,607
18,394 New
18,394 $805,000

Others Institutions Holding PFE

About PFIZER INC


  • Ticker PFE
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 5,612,349,952
  • Market Cap $145B
  • Description
  • Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic and women's health under the Premarin family and Eliquis brands; biologics, small molecules, immunotherapies, and biosimilars under ...
More about PFE
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.