A detailed history of Castle Wealth Management LLC transactions in Pfizer Inc stock. As of the latest transaction made, Castle Wealth Management LLC holds 8,392 shares of PFE stock, worth $248,906. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,392
Previous 12,258 31.54%
Holding current value
$248,906
Previous $340,000 31.18%
% of portfolio
0.14%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$25.26 - $29.6 $97,655 - $114,433
-3,866 Reduced 31.54%
8,392 $234,000
Q1 2024

Apr 29, 2024

SELL
$25.89 - $29.73 $11,728 - $13,467
-453 Reduced 3.56%
12,258 $340,000
Q4 2023

Jan 31, 2024

SELL
$26.13 - $33.94 $43,689 - $56,747
-1,672 Reduced 11.62%
12,711 $365,000
Q3 2023

Nov 03, 2023

BUY
$32.09 - $37.51 $705 - $825
22 Added 0.15%
14,383 $477,000
Q2 2023

Jul 17, 2023

BUY
$36.12 - $41.79 $15,098 - $17,468
418 Added 3.0%
14,361 $526,000
Q1 2023

May 04, 2023

SELL
$39.39 - $51.28 $19,182 - $24,973
-487 Reduced 3.37%
13,943 $568,000
Q4 2022

Feb 09, 2023

SELL
$41.75 - $54.5 $17,409 - $22,726
-417 Reduced 2.81%
14,430 $739,000
Q3 2022

Nov 07, 2022

BUY
$43.76 - $53.42 $700 - $854
16 Added 0.11%
14,847 $650,000
Q2 2022

Aug 01, 2022

BUY
$46.53 - $55.17 $690,086 - $818,226
14,831 New
14,831 $778,000

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 $166B
  • 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 Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management 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 Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.