A detailed history of Ep Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 335,241 shares of PFE stock, worth $9.21 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
335,241
Previous 336,062 0.24%
Holding current value
$9.21 Million
Previous $9.33 Million 0.59%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 19, 2024

SELL
$25.26 - $29.6 $20,738 - $24,301
-821 Reduced 0.24%
335,241 $9.38 Million
Q1 2024

May 14, 2024

BUY
$25.89 - $29.73 $74,148 - $85,146
2,864 Added 0.86%
336,062 $9.33 Million
Q4 2023

Feb 28, 2024

SELL
$26.13 - $33.94 $755,888 - $981,816
-28,928 Reduced 7.99%
333,198 $9.59 Million
Q3 2023

Nov 22, 2023

BUY
$32.09 - $37.51 $11.5 Million - $13.5 Million
358,876 Added 11042.34%
362,126 $12 Million
Q2 2023

Aug 14, 2023

SELL
$36.12 - $41.79 $10.4 Million - $12 Million
-286,701 Reduced 98.88%
3,250 $119,000
Q1 2023

Jun 05, 2023

BUY
$39.39 - $51.28 $5.64 Million - $7.35 Million
143,256 Added 97.66%
289,951 $11.8 Million
Q4 2022

Jun 12, 2023

SELL
$41.75 - $54.5 $5.4 Million - $7.05 Million
-129,337 Reduced 44.61%
160,614 $8.23 Million
Q3 2022

Dec 02, 2022

BUY
$43.76 - $53.42 $1.71 Million - $2.08 Million
38,973 Added 36.18%
146,695 $6.42 Million
Q2 2022

Aug 11, 2022

BUY
$46.53 - $55.17 $540,725 - $641,130
11,621 Added 12.09%
107,722 $5.65 Million
Q1 2022

May 20, 2022

SELL
$45.75 - $56.69 $180,255 - $223,358
-3,940 Reduced 3.94%
96,101 $4.98 Million
Q4 2021

Feb 17, 2022

BUY
$41.32 - $61.25 $150,363 - $222,888
3,639 Added 3.77%
100,041 $5.91 Million
Q3 2021

Nov 23, 2021

BUY
$39.25 - $50.42 $3.56 Million - $4.57 Million
90,639 Added 1572.77%
96,402 $4.15 Million
Q3 2021

Nov 16, 2021

SELL
$39.25 - $50.42 $3.67 Million - $4.71 Million
-93,456 Reduced 94.19%
5,763 $4.15 Million
Q2 2021

Aug 24, 2021

BUY
$35.91 - $40.68 $16,662 - $18,875
464 Added 0.47%
99,219 $3.89 Million
Q1 2021

May 17, 2021

BUY
$33.49 - $37.77 $83,791 - $94,500
2,502 Added 2.6%
98,755 $3.58 Million
Q4 2020

Feb 18, 2021

BUY
$33.47 - $42.56 $240,013 - $305,197
7,171 Added 8.05%
96,253 $3.54 Million
Q3 2020

Nov 17, 2020

BUY
$31.75 - $37.25 $114,839 - $134,733
3,617 Added 4.23%
89,082 $3.27 Million
Q2 2020

Aug 14, 2020

SELL
$30.12 - $36.54 $393,276 - $477,102
-13,057 Reduced 13.25%
85,465 $2.8 Million
Q1 2020

May 18, 2020

SELL
$27.03 - $38.62 $313,764 - $448,300
-11,608 Reduced 10.54%
98,522 $3.22 Million
Q4 2019

Feb 14, 2020

BUY
$32.92 - $37.36 $735,432 - $834,622
22,340 Added 25.45%
110,130 $4.32 Million
Q3 2019

Nov 18, 2019

SELL
$32.49 - $42.13 $12,021 - $15,588
-370 Reduced 0.42%
87,790 $3.15 Million
Q2 2019

Aug 27, 2019

BUY
$36.98 - $41.52 $712,974 - $800,505
19,280 Added 27.99%
88,160 $3.82 Million
Q1 2019

May 20, 2019

BUY
$37.5 - $41.2 $179,325 - $197,018
4,782 Added 7.46%
68,880 $2.93 Million
Q4 2018

Feb 19, 2019

BUY
$38.47 - $43.86 $271,444 - $309,476
7,056 Added 12.37%
64,098 $2.8 Million
Q3 2018

Nov 15, 2018

BUY
$34.47 - $41.81 $1.1 Million - $1.34 Million
31,976 Added 127.57%
57,042 $2.51 Million
Q2 2018

Aug 14, 2018

BUY
$32.98 - $35.16 $59,858 - $63,815
1,815 Added 7.81%
25,066 $909,000
Q1 2018

May 15, 2018

BUY
$31.91 - $37.02 $251,674 - $291,976
7,887 Added 51.33%
23,251 $825,000
Q4 2017

Feb 15, 2018

BUY
$33.26 - $35.29 $1,529 - $1,623
46 Added 0.3%
15,364 $556,000
Q3 2017

Nov 15, 2017

BUY
$31.0 - $34.15 $7,440 - $8,196
240 Added 1.59%
15,318 $547,000
Q2 2017

Aug 17, 2017

BUY
N/A
15,078
15,078 $506,000

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 $154B
  • 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
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