Cliftonlarsonallen Wealth Advisors, LLC Pfizer Inc Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 12,550 shares of PFE stock, worth $290,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,550

Previous 14,663 14.41%

Holding current value

$290,156

Previous $389,000 18.25%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.01 - $27.13 $52,846 - $57,325	-2,113 Reduced 14.41%	12,550 $318,000
Q4 2024 Jan 14, 2025	SELL	$24.8 - $30.19 $70,010 - $85,226	-2,823 Reduced 16.14%	14,663 $389,000
Q3 2024 Oct 11, 2024	SELL	$27.7 - $31.39 $16,730 - $18,959	-604 Reduced 3.34%	17,486 $506,000
Q2 2024 Jul 11, 2024	BUY	$25.26 - $29.6 $16,115 - $18,884	638 Added 3.66%	18,090 $506,000
Q1 2024 May 02, 2024	SELL	$25.89 - $29.73 $61,954 - $71,143	-2,393 Reduced 12.06%	17,452 $484,000
Q4 2023 Jan 16, 2024	BUY	$26.13 - $33.94 $15,521 - $20,160	594 Added 3.09%	19,845 $571,000
Q3 2023 Oct 13, 2023	SELL	$32.09 - $37.51 $38,636 - $45,162	-1,204 Reduced 5.89%	19,251 $638,000
Q2 2023 Jul 14, 2023	BUY	$36.12 - $41.79 $22,069 - $25,533	611 Added 3.08%	20,455 $750,000
Q1 2023 Apr 12, 2023	BUY	$39.39 - $51.28 $10,359 - $13,486	263 Added 1.34%	19,844 $809,000
Q4 2022 Jan 19, 2023	BUY	$41.75 - $54.5 $54,817 - $71,558	1,313 Added 7.19%	19,581 $0
Q3 2022 Oct 12, 2022	SELL	$43.76 - $53.42 $67,477 - $82,373	-1,542 Reduced 7.78%	18,268 $799,000
Q2 2022 Jul 08, 2022	SELL	$46.53 - $55.17 $106,553 - $126,339	-2,290 Reduced 10.36%	19,810 $1.04 Million
Q1 2022 Apr 27, 2022	BUY	$45.75 - $56.69 $357,261 - $442,692	7,809 Added 54.64%	22,100 $1.14 Million
Q4 2021 Jan 26, 2022	SELL	$41.32 - $61.25 $45,534 - $67,497	-1,102 Reduced 7.16%	14,291 $844,000
Q3 2021 Nov 02, 2021	BUY	$39.25 - $50.42 $604,175 - $776,115	15,393 New	15,393 $662,000
Q3 2021 Oct 14, 2021	SELL	$39.25 - $50.42 $587,651 - $754,888	-14,972 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$35.91 - $40.68 $10,054 - $11,390	280 Added 1.91%	14,972 $586,000
Q1 2021 May 24, 2021	SELL	$33.49 - $37.77 $8,004 - $9,027	-239 Reduced 1.6%	14,692 $532,000
Q4 2020 Jan 14, 2021	SELL	$33.47 - $42.56 $105,597 - $134,276	-3,155 Reduced 17.44%	14,931 $550,000
Q3 2020 Oct 13, 2020	SELL	$31.75 - $37.25 $85,661 - $100,500	-2,698 Reduced 12.98%	18,086 $664,000
Q2 2020 Jul 16, 2020	SELL	$30.12 - $36.54 $103,522 - $125,587	-3,437 Reduced 14.19%	20,784 $680,000
Q4 2019 Jan 29, 2020	SELL	$32.92 - $37.36 $59,519 - $67,546	-1,808 Reduced 6.95%	24,221 $949,000
Q3 2019 Oct 07, 2019	BUY	$32.49 - $42.13 $845,682 - $1.1 Million	26,029 New	26,029 $935,000
Q2 2019 Jul 17, 2019	SELL	$36.98 - $41.52 $408,481 - $458,629	-11,046 Closed	0 $0
Q1 2019 Apr 09, 2019	SELL	$37.5 - $41.2 $16,387 - $18,004	-437 Reduced 3.81%	11,046 $469,000
Q4 2018 Jan 22, 2019	SELL	$38.47 - $43.86 $8,655 - $9,868	-225 Reduced 1.92%	11,483 $501,000
Q3 2018 Nov 05, 2018	SELL	$34.47 - $41.81 $36,779 - $44,611	-1,067 Reduced 8.35%	11,708 $516,000
Q2 2018 Jul 23, 2018	SELL	$32.98 - $35.16 $199,463 - $212,647	-6,048 Reduced 32.13%	12,775 $463,000
Q1 2018 Apr 26, 2018	SELL	$31.91 - $37.02 $9,094 - $10,550	-285 Reduced 1.49%	18,823 $668,000
Q4 2017 Jan 31, 2018	BUY	$33.26 - $35.29 $44,302 - $47,006	1,332 Added 7.49%	19,108 $692,000
Q3 2017 Nov 06, 2017	BUY	$31.0 - $34.15 $551,056 - $607,050	17,776	17,776 $635,000

Others Institutions Holding PFE

# of Institutions

3,368

Shares Held

3.61B

Call Options Held

102M

Put Options Held

130M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $130B
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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Cliftonlarsonallen Wealth Advisors, LLC Pfizer Inc Transaction History