Institute For Wealth Management, Llc. Pfizer Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Pfizer Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,878 shares of PFE stock, worth $655,784. This represents 0.09% of its overall portfolio holdings.

Number of Shares

24,878

Previous 25,193 1.25%

Holding current value

$655,784

Previous $704,000 2.13%

% of portfolio

0.09%

Previous 0.1%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$27.7 - $31.39 $8,725 - $9,887	-315 Reduced 1.25%	24,878 $719,000
Q2 2024 Jul 25, 2024	BUY	$25.26 - $29.6 $19,475 - $22,821	771 Added 3.16%	25,193 $704,000
Q1 2024 Apr 30, 2024	BUY	$25.89 - $29.73 $4,220 - $4,845	163 Added 0.67%	24,422 $677,000
Q4 2023 Jan 31, 2024	SELL	$26.13 - $33.94 $193,649 - $251,529	-7,411 Reduced 23.4%	24,259 $698,000
Q3 2023 Oct 13, 2023	SELL	$32.09 - $37.51 $13,894 - $16,241	-433 Reduced 1.35%	31,670 $1.05 Million
Q2 2023 Jul 25, 2023	BUY	$36.12 - $41.79 $252 - $292	7 Added 0.02%	32,103 $1.18 Million
Q1 2023 Apr 20, 2023	SELL	$39.39 - $51.28 $3,978 - $5,179	-101 Reduced 0.31%	32,096 $1.31 Million
Q4 2022 Feb 02, 2023	SELL	$41.75 - $54.5 $22,586 - $29,484	-541 Reduced 1.65%	32,197 $1.65 Million
Q3 2022 Oct 18, 2022	SELL	$43.76 - $53.42 $1,750 - $2,136	-40 Reduced 0.12%	32,738 $1.43 Million
Q2 2022 Jul 25, 2022	SELL	$46.53 - $55.17 $74,541 - $88,382	-1,602 Reduced 4.66%	32,778 $1.72 Million
Q1 2022 Apr 29, 2022	SELL	$45.75 - $56.69 $3,614 - $4,478	-79 Reduced 0.23%	34,380 $1.78 Million
Q4 2021 Jan 21, 2022	SELL	$41.32 - $61.25 $8,140 - $12,066	-197 Reduced 0.57%	34,459 $2.04 Million
Q3 2021 Nov 15, 2021	SELL	$39.25 - $50.42 $16,092 - $20,672	-410 Reduced 1.17%	34,656 $1.49 Million
Q2 2021 Jul 21, 2021	SELL	$35.91 - $40.68 $121,663 - $137,823	-3,388 Reduced 8.81%	35,066 $1.37 Million
Q1 2021 May 04, 2021	SELL	$33.49 - $37.77 $99,130 - $111,799	-2,960 Reduced 7.15%	38,454 $1.39 Million
Q4 2020 Feb 01, 2021	BUY	$33.47 - $42.56 $95,757 - $121,764	2,861 Added 7.42%	41,414 $1.52 Million
Q3 2020 Nov 03, 2020	SELL	$31.75 - $37.25 $231,108 - $271,142	-7,279 Reduced 15.88%	38,553 $1.42 Million
Q2 2020 Jul 30, 2020	SELL	$30.12 - $36.54 $21,987 - $26,674	-730 Reduced 1.57%	45,832 $1.5 Million
Q1 2020 Apr 29, 2020	SELL	$27.03 - $38.62 $51,357 - $73,378	-1,900 Reduced 3.92%	46,562 $1.52 Million
Q4 2019 Feb 27, 2020	BUY	$32.92 - $37.36 $1.53 Million - $1.74 Million	46,563 Added 2451.97%	48,462 $1.9 Million
Q4 2019 Jan 27, 2020	SELL	$32.92 - $37.36 $1.44 Million - $1.64 Million	-43,838 Reduced 95.85%	1,899 $1.9 Million
Q3 2019 Oct 28, 2019	SELL	$32.49 - $42.13 $409,309 - $530,753	-12,598 Reduced 21.6%	45,737 $1.64 Million
Q2 2019 Aug 02, 2019	BUY	$36.98 - $41.52 $591,864 - $664,527	16,005 Added 37.81%	58,335 $2.53 Million
Q1 2019 May 15, 2019	BUY	$37.5 - $41.2 $1.59 Million - $1.74 Million	42,330 New	42,330 $1.8 Million
Q4 2018 Feb 08, 2019	SELL	$38.47 - $43.86 $2.36 Million - $2.69 Million	-61,429 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$34.47 - $41.81 $104,892 - $127,227	-3,043 Reduced 4.72%	61,429 $2.68 Million
Q2 2018 Aug 10, 2018	BUY	$32.98 - $35.16 $143,265 - $152,735	4,344 Added 7.22%	64,472 $2.35 Million
Q1 2018 May 15, 2018	BUY	$31.91 - $37.02 $572,529 - $664,212	17,942 Added 42.53%	60,128 $2.18 Million
Q4 2017 Feb 12, 2018	SELL	$33.26 - $35.29 $86,476 - $91,754	-2,600 Reduced 5.81%	42,186 $1.54 Million
Q3 2017 Nov 14, 2017	SELL	$31.0 - $34.15 $41,385 - $45,590	-1,335 Reduced 2.89%	44,786 $1.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	46,121	46,121 $1.55 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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Institute For Wealth Management, Llc. Pfizer Inc Transaction History