A detailed history of Ever Source Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 34,935 shares of PFE stock, worth $923,332. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,935
Previous 34,627 0.89%
Holding current value
$923,332
Previous $968,000 4.44%
% of portfolio
0.07%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$27.7 - $31.39 $8,531 - $9,668
308 Added 0.89%
34,935 $1.01 Million
Q2 2024

Aug 13, 2024

BUY
$25.26 - $29.6 $219,282 - $256,957
8,681 Added 33.46%
34,627 $968,000
Q1 2024

Jun 11, 2024

BUY
$25.89 - $29.73 $189,799 - $217,950
7,331 Added 39.38%
25,946 $720,000
Q4 2023

Feb 09, 2024

SELL
$26.13 - $33.94 $50,457 - $65,538
-1,931 Reduced 9.4%
18,615 $535,000
Q3 2023

Nov 03, 2023

SELL
$32.09 - $37.51 $96,462 - $112,755
-3,006 Reduced 12.76%
20,546 $681,000
Q2 2023

Aug 04, 2023

SELL
$36.12 - $41.79 $27,559 - $31,885
-763 Reduced 3.14%
23,552 $863,000
Q1 2023

May 11, 2023

SELL
$39.39 - $51.28 $40,729 - $53,023
-1,034 Reduced 4.08%
24,315 $992,000
Q4 2022

Feb 09, 2023

BUY
$41.75 - $54.5 $139,570 - $182,193
3,343 Added 15.19%
25,349 $1.3 Million
Q3 2022

Nov 07, 2022

BUY
$43.76 - $53.42 $527,789 - $644,298
12,061 Added 121.28%
22,006 $962,000
Q2 2022

Aug 01, 2022

SELL
$46.53 - $55.17 $6,235 - $7,392
-134 Reduced 1.33%
9,945 $521,000
Q1 2022

May 25, 2022

BUY
$45.75 - $56.69 $68,350 - $84,694
1,494 Added 17.4%
10,079 $522,000
Q4 2021

Feb 07, 2022

BUY
$41.32 - $61.25 $354,732 - $525,831
8,585 New
8,585 $507,000

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 $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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.