Avantax Planning Partners, Inc. Pfizer Inc Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Pfizer Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 266,017 shares of PFE stock, worth $7.01 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

266,017

Previous 342,720 22.38%

Holding current value

$7.01 Million

Previous $9.59 Million 19.72%

% of portfolio

0.28%

Previous 0.31%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$27.7 - $31.39 $2.12 Million - $2.41 Million	-76,703 Reduced 22.38%	266,017 $7.7 Million
Q2 2024 Aug 09, 2024	BUY	$25.26 - $29.6 $415,602 - $487,008	16,453 Added 5.04%	342,720 $9.59 Million
Q1 2024 May 02, 2024	BUY	$25.89 - $29.73 $4.77 Million - $5.48 Million	184,299 Added 129.82%	326,267 $9.05 Million
Q4 2023 Feb 09, 2024	SELL	$26.13 - $33.94 $139,063 - $180,628	-5,322 Reduced 3.61%	141,968 $4.09 Million
Q3 2023 Nov 03, 2023	BUY	$32.09 - $37.51 $529,324 - $618,727	16,495 Added 12.61%	147,290 $4.89 Million
Q2 2023 Jul 17, 2023	BUY	$36.12 - $41.79 $82,642 - $95,615	2,288 Added 1.78%	130,795 $4.8 Million
Q1 2023 Apr 20, 2023	SELL	$39.39 - $51.28 $24,539 - $31,947	-623 Reduced 0.48%	128,507 $5.24 Million
Q4 2022 Feb 09, 2023	SELL	$41.75 - $54.5 $122,118 - $159,412	-2,925 Reduced 2.21%	129,130 $6.62 Million
Q3 2022 Oct 14, 2022	BUY	$43.76 - $53.42 $126,991 - $155,024	2,902 Added 2.25%	132,055 $5.78 Million
Q2 2022 Jul 18, 2022	BUY	$46.53 - $55.17 $465,393 - $551,810	10,002 Added 8.39%	129,153 $6.77 Million
Q1 2022 May 09, 2022	BUY	$45.75 - $56.69 $886,177 - $1.1 Million	19,370 Added 19.41%	119,151 $6.17 Million
Q4 2021 Jan 28, 2022	SELL	$41.32 - $61.25 $744,255 - $1.1 Million	-18,012 Reduced 15.29%	99,781 $5.89 Million
Q3 2021 Oct 27, 2021	SELL	$39.25 - $50.42 $46,432 - $59,646	-1,183 Reduced 0.99%	117,793 $5.07 Million
Q2 2021 Aug 10, 2021	BUY	$35.91 - $40.68 $31,169 - $35,310	868 Added 0.73%	118,976 $4.66 Million
Q1 2021 May 06, 2021	SELL	$33.49 - $37.77 $255,026 - $287,618	-7,615 Reduced 6.06%	118,108 $4.28 Million
Q4 2020 Feb 04, 2021	SELL	$33.47 - $42.56 $287,440 - $365,505	-8,588 Reduced 6.39%	125,723 $4.63 Million
Q3 2020 Oct 28, 2020	SELL	$31.75 - $37.25 $2,127 - $2,495	-67 Reduced 0.05%	134,311 $4.93 Million
Q2 2020 Jul 15, 2020	BUY	$30.12 - $36.54 $411,168 - $498,807	13,651 Added 11.31%	134,378 $4.39 Million
Q1 2020 Apr 27, 2020	BUY	$27.03 - $38.62 $536,383 - $766,375	19,844 Added 19.67%	120,727 $3.94 Million
Q4 2019 Jan 15, 2020	SELL	$32.92 - $37.36 $128,947 - $146,339	-3,917 Reduced 3.74%	100,883 $3.95 Million
Q3 2019 Nov 08, 2019	BUY	$32.49 - $42.13 $335,329 - $434,823	10,321 Added 10.92%	104,800 $3.77 Million
Q2 2019 Aug 07, 2019	BUY	$36.98 - $41.52 $199,544 - $224,041	5,396 Added 6.06%	94,479 $4.09 Million
Q1 2019 May 08, 2019	BUY	$37.5 - $41.2 $557,325 - $612,314	14,862 Added 20.02%	89,083 $3.78 Million
Q4 2018 Feb 14, 2019	BUY	$38.47 - $43.86 $133,298 - $151,974	3,465 Added 4.9%	74,221 $3.24 Million
Q3 2018 Nov 13, 2018	BUY	$34.47 - $41.81 $165,697 - $200,980	4,807 Added 7.29%	70,756 $3.12 Million
Q2 2018 Aug 13, 2018	SELL	$32.98 - $35.16 $170,011 - $181,249	-5,155 Reduced 7.25%	65,949 $2.39 Million
Q1 2018 May 15, 2018	SELL	$31.91 - $37.02 $19,784 - $22,952	-620 Reduced 0.86%	71,104 $2.53 Million
Q4 2017 Feb 09, 2018	SELL	$33.26 - $35.29 $991,247 - $1.05 Million	-29,803 Reduced 29.35%	71,724 $2.6 Million
Q3 2017 Oct 19, 2017	BUY	$31.0 - $34.15 $3.15 Million - $3.47 Million	101,527	101,527 $3.63 Million

Others Institutions Holding PFE

# of Institutions

3,260

Shares Held

3.61B

Call Options Held

77.2M

Put Options Held

122M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $148B
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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Pfizer Inc Transaction History