Summit Wealth Partners, LLC Pfizer Inc Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 24,937 shares of PFE stock, worth $666,316. This represents 0.14% of its overall portfolio holdings.

Number of Shares

24,937

Previous 23,937 4.18%

Holding current value

$666,316

Previous $670 Million 7.75%

% of portfolio

0.14%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$27.7 - $31.39 $27,700 - $31,390	1,000 Added 4.18%	24,937 $722 Million
Q1 2024 Sep 11, 2024	SELL	$25.89 - $29.73 $5,747 - $6,600	-222 Reduced 0.92%	23,937 $664 Million
Q4 2023 Sep 11, 2024	SELL	$26.13 - $33.94 $15,730 - $20,431	-602 Reduced 2.43%	24,159 $696 Million
Q3 2023 Sep 11, 2024	BUY	$32.09 - $37.51 $20,120 - $23,518	627 Added 2.6%	24,761 $821 Million
Q2 2023 Sep 11, 2024	SELL	$36.12 - $41.79 $1,625 - $1,880	-45 Reduced 0.19%	24,134 $885 Million
Q4 2022 Sep 11, 2024	BUY	$41.75 - $54.5 $1,878 - $2,452	45 Added 0.19%	24,179 $1.24 Billion
Q2 2022 Sep 11, 2024	BUY	$46.53 - $55.17 $186 - $220	4 Added 0.02%	24,134 $1.27 Billion
Q1 2022 Sep 11, 2024	SELL	$45.75 - $56.69 $22,509 - $27,891	-492 Reduced 2.0%	24,130 $1.25 Billion
Q4 2021 Sep 10, 2024	BUY	$41.32 - $61.25 $13,800 - $20,457	334 Added 1.38%	24,622 $1.45 Billion
Q3 2021 Sep 10, 2024	BUY	$39.25 - $50.42 $314 - $403	8 Added 0.03%	24,288 $1.04 Billion
Q2 2021 Sep 10, 2024	SELL	$35.91 - $40.68 $44,815 - $50,768	-1,248 Reduced 4.89%	24,280 $951 Million
Q1 2021 Sep 10, 2024	SELL	$33.49 - $37.77 $26,289 - $29,649	-785 Reduced 2.98%	25,528 $925 Million
Q4 2020 Sep 10, 2024	BUY	$33.47 - $42.56 $79,089 - $100,569	2,363 Added 9.87%	26,313 $969 Million
Q3 2020 Sep 10, 2024	BUY	$31.75 - $37.25 $63 - $74	2 Added 0.01%	23,950 $879 Million
Q2 2020 Sep 10, 2024	BUY	$30.12 - $36.54 $35,150 - $42,642	1,167 Added 5.12%	23,948 $783 Million
Q1 2020 Sep 10, 2024	SELL	$27.03 - $38.62 $35,625 - $50,901	-1,318 Reduced 5.47%	22,781 $744 Million
Q4 2019 Sep 09, 2024	BUY	$32.92 - $37.36 $793,339 - $900,338	24,099 New	24,099 $944 Million

Others Institutions Holding PFE

# of Institutions

3,267

Shares Held

3.73B

Call Options Held

74.2M

Put Options Held

108M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $150B
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

Portfolio Update

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Pfizer Inc Transaction History