Bordeaux Wealth Advisors LLC Pfizer Inc Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Pfizer Inc stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 13,939 shares of PFE stock, worth $342,620. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,939

Previous 10,562 31.97%

Holding current value

$342,620

Previous $267,000 26.22%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$21.59 - $24.84 $72,909 - $83,884	3,377 Added 31.97%	13,939 $337,000
Q1 2025 Apr 24, 2025	SELL	$25.01 - $27.13 $70,328 - $76,289	-2,812 Reduced 21.03%	10,562 $267,000
Q4 2024 Jan 30, 2025	BUY	$24.8 - $30.19 $36,456 - $44,379	1,470 Added 12.35%	13,374 $354,000
Q3 2024 Nov 04, 2024	BUY	$27.7 - $31.39 $49,167 - $55,717	1,775 Added 17.52%	11,904 $344,000
Q2 2024 Aug 02, 2024	BUY	$25.26 - $29.6 $255,858 - $299,818	10,129 New	10,129 $283,000
Q4 2023 Feb 06, 2024	BUY	$26.13 - $33.94 $313 - $407	12 Added 0.16%	7,423 $213,000
Q3 2023 Oct 27, 2023	BUY	$32.09 - $37.51 $18,901 - $22,093	589 Added 8.63%	7,411 $245,000
Q2 2023 Aug 09, 2023	SELL	$36.12 - $41.79 $466,200 - $539,383	-12,907 Reduced 65.42%	6,822 $250,000
Q1 2023 May 04, 2023	SELL	$39.39 - $51.28 $24,618 - $32,050	-625 Reduced 3.07%	19,729 $804,000
Q4 2022 Feb 13, 2023	SELL	$41.75 - $54.5 $26,553 - $34,662	-636 Reduced 3.03%	20,354 $1.04 Million
Q3 2022 Nov 04, 2022	BUY	$43.76 - $53.42 $18,116 - $22,115	414 Added 2.01%	20,990 $919,000
Q2 2022 Jul 28, 2022	SELL	$46.53 - $55.17 $81,101 - $96,161	-1,743 Reduced 7.81%	20,576 $1.08 Million
Q1 2022 May 03, 2022	BUY	$45.75 - $56.69 $83,127 - $103,005	1,817 Added 8.86%	22,319 $1.16 Million
Q4 2021 Jan 27, 2022	BUY	$41.32 - $61.25 $68,797 - $101,981	1,665 Added 8.84%	20,502 $1.21 Million
Q3 2021 Nov 08, 2021	SELL	$39.25 - $50.42 $6,240 - $8,016	-159 Reduced 0.84%	18,837 $810,000
Q2 2021 Jul 30, 2021	BUY	$35.91 - $40.68 $35,910 - $40,680	1,000 Added 5.56%	18,996 $744,000
Q4 2020 Feb 04, 2021	BUY	$33.47 - $42.56 $602,326 - $765,909	17,996 New	17,996 $662,000

Others Institutions Holding PFE

# of Institutions

3,330

Shares Held

3.61B

Call Options Held

104M

Put Options Held

129M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $138B
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 ...

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Bordeaux Wealth Advisors LLC Pfizer Inc Transaction History