Forvis Wealth Advisors, LLC Pfizer Inc Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 63,678 shares of PFE stock, worth $1.68 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

63,678

Previous 79,653 20.06%

Holding current value

$1.68 Million

Previous $2.23 Million 17.32%

% of portfolio

0.04%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$27.7 - $31.39 $442,507 - $501,455	-15,975 Reduced 20.06%	63,678 $1.84 Million
Q2 2024 Aug 09, 2024	SELL	$25.26 - $29.6 $479,283 - $561,630	-18,974 Reduced 19.24%	79,653 $2.23 Million
Q1 2024 Apr 19, 2024	SELL	$25.89 - $29.73 $1.37 Million - $1.58 Million	-53,037 Reduced 34.97%	98,627 $2.74 Million
Q4 2023 Jan 11, 2024	SELL	$26.13 - $33.94 $316,486 - $411,081	-12,112 Reduced 7.4%	151,664 $4.37 Million
Q3 2023 Oct 25, 2023	SELL	$32.09 - $37.51 $1 Million - $1.17 Million	-31,296 Reduced 16.04%	163,776 $5.43 Million
Q2 2023 Aug 08, 2023	BUY	$36.12 - $41.79 $1.5 Million - $1.74 Million	41,661 Added 27.16%	195,072 $7.16 Million
Q1 2023 Apr 26, 2023	BUY	$39.39 - $51.28 $99,499 - $129,533	2,526 Added 1.67%	153,411 $6.26 Million
Q4 2022 Feb 02, 2023	SELL	$41.75 - $54.5 $44,004 - $57,443	-1,054 Reduced 0.69%	150,885 $7.73 Million
Q3 2022 Oct 13, 2022	BUY	$43.76 - $53.42 $129,179 - $157,695	2,952 Added 1.98%	151,939 $6.65 Million
Q2 2022 Jul 22, 2022	BUY	$46.53 - $55.17 $961,449 - $1.14 Million	20,663 Added 16.1%	148,987 $7.81 Million
Q1 2022 May 10, 2022	BUY	$45.75 - $56.69 $347,654 - $430,787	7,599 Added 6.29%	128,324 $6.64 Million
Q4 2021 Jan 14, 2022	SELL	$41.32 - $61.25 $59,996 - $88,935	-1,452 Reduced 1.19%	120,725 $7.13 Million
Q3 2021 Oct 14, 2021	SELL	$39.25 - $50.42 $292,059 - $375,175	-7,441 Reduced 5.74%	122,177 $5.26 Million
Q2 2021 Jul 14, 2021	SELL	$35.91 - $40.68 $265,338 - $300,584	-7,389 Reduced 5.39%	129,618 $5.08 Million
Q1 2021 Apr 23, 2021	SELL	$33.49 - $37.77 $238,683 - $269,186	-7,127 Reduced 4.94%	137,007 $4.96 Million
Q4 2020 Jan 22, 2021	BUY	$33.47 - $42.56 $160,053 - $203,521	4,782 Added 3.43%	144,134 $5.31 Million
Q3 2020 Nov 05, 2020	BUY	$31.75 - $37.25 $132,842 - $155,854	4,184 Added 3.1%	139,352 $5.11 Million
Q2 2020 Jul 15, 2020	BUY	$30.12 - $36.54 $140,961 - $171,007	4,680 Added 3.59%	135,168 $4.42 Million
Q1 2020 Apr 10, 2020	BUY	$27.03 - $38.62 $813,792 - $1.16 Million	30,107 Added 29.99%	130,488 $4.26 Million
Q4 2019 Jan 13, 2020	BUY	$32.92 - $37.36 $300,263 - $340,760	9,121 Added 9.99%	100,381 $3.93 Million
Q3 2019 Oct 29, 2019	BUY	$32.49 - $42.13 $39,475 - $51,187	1,215 Added 1.35%	91,260 $3.28 Million
Q2 2019 Jul 10, 2019	SELL	$36.98 - $41.52 $451,082 - $506,460	-12,198 Reduced 11.93%	90,045 $3.9 Million
Q1 2019 Apr 10, 2019	SELL	$37.5 - $41.2 $77,700 - $85,366	-2,072 Reduced 1.99%	102,243 $4.34 Million
Q4 2018 Jan 15, 2019	BUY	$38.47 - $43.86 $98,521 - $112,325	2,561 Added 2.52%	104,315 $4.55 Million
Q3 2018 Oct 09, 2018	SELL	$34.47 - $41.81 $10,168 - $12,333	-295 Reduced 0.29%	101,754 $4.48 Million
Q2 2018 Jul 13, 2018	BUY	$32.98 - $35.16 $10,421 - $11,110	316 Added 0.31%	102,049 $3.7 Million
Q1 2018 Apr 20, 2018	SELL	$31.91 - $37.02 $61,618 - $71,485	-1,931 Reduced 1.86%	101,733 $3.71 Million
Q4 2017 Jan 18, 2018	BUY	$33.26 - $35.29 $114,780 - $121,785	3,451 Added 3.44%	103,664 $3.76 Million
Q3 2017 Oct 13, 2017	BUY	$31.0 - $34.15 $3.11 Million - $3.42 Million	100,213	100,213 $3.58 Million

Others Institutions Holding PFE

# of Institutions

3,260

Shares Held

3.61B

Call Options Held

77.2M

Put Options Held

122M

View Full List

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 ...

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Forvis Wealth Advisors, LLC Pfizer Inc Transaction History