Jeppson Wealth Management, LLC Pfizer Inc Transaction History

Jeppson Wealth Management, LLC

$289 Million
Q2 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 37,526 shares of PFE stock, worth $1.03 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

37,526

Previous 33,115 13.32%

Holding current value

$1.03 Million

Previous $839,000 8.34%

% of portfolio

0.31%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$21.59 - $24.84 $95,233 - $109,569	4,411 Added 13.32%	37,526 $909,000
Q1 2025 Apr 24, 2025	BUY	$25.01 - $27.13 $63,725 - $69,127	2,548 Added 8.34%	33,115 $839,000
Q4 2024 Jan 22, 2025	SELL	$24.8 - $30.19 $53,692 - $65,361	-2,165 Reduced 6.61%	30,567 $810,000
Q3 2024 Nov 04, 2024	BUY	$27.7 - $31.39 $29,694 - $33,650	1,072 Added 3.39%	32,732 $947,000
Q2 2024 Aug 05, 2024	BUY	$25.26 - $29.6 $25,891 - $30,340	1,025 Added 3.35%	31,660 $885,000
Q1 2024 Apr 17, 2024	BUY	$25.89 - $29.73 $186,589 - $214,264	7,207 Added 30.76%	30,635 $850,000
Q4 2023 Jan 11, 2024	SELL	$26.13 - $33.94 $987,714 - $1.28 Million	-37,800 Reduced 61.74%	23,428 $674,000
Q3 2023 Oct 25, 2023	BUY	$32.09 - $37.51 $51,472 - $60,166	1,604 Added 2.69%	61,228 $2.03 Million
Q2 2023 Jul 31, 2023	BUY	$36.12 - $41.79 $20,227 - $23,402	560 Added 0.95%	59,624 $2.19 Million
Q1 2023 Apr 27, 2023	SELL	$39.39 - $51.28 $87,485 - $113,892	-2,221 Reduced 3.62%	59,064 $2.41 Million
Q4 2022 Jan 27, 2023	SELL	$41.75 - $54.5 $6,847 - $8,938	-164 Reduced 0.27%	61,285 $0
Q3 2022 Oct 20, 2022	BUY	$43.76 - $53.42 $134,211 - $163,839	3,067 Added 5.25%	61,449 $2.69 Million
Q2 2022 Aug 03, 2022	BUY	$46.53 - $55.17 $96,503 - $114,422	2,074 Added 3.68%	58,382 $3.06 Million
Q1 2022 Apr 27, 2022	BUY	$45.75 - $56.69 $34,266 - $42,460	749 Added 1.35%	56,308 $2.92 Million
Q4 2021 Jan 19, 2022	SELL	$41.32 - $61.25 $43,055 - $63,822	-1,042 Reduced 1.84%	55,559 $3.28 Million
Q3 2021 Nov 17, 2021	SELL	$39.25 - $50.42 $8,635 - $11,092	-220 Reduced 0.39%	56,601 $2.43 Million
Q2 2021 Jul 20, 2021	BUY	$35.91 - $40.68 $5,386 - $6,102	150 Added 0.26%	56,821 $2.23 Million
Q1 2021 May 19, 2021	BUY	$33.49 - $37.77 $193,572 - $218,310	5,780 Added 11.36%	56,671 $2.05 Million
Q4 2020 Mar 05, 2021	BUY	$33.47 - $42.56 $41,168 - $52,348	1,230 Added 2.48%	50,891 $1.87 Million
Q3 2020 Nov 19, 2020	BUY	$31.75 - $37.25 $1.58 Million - $1.85 Million	49,661 New	49,661 $1.82 Million

Others Institutions Holding PFE

# of Institutions

3,296

Shares Held

3.66B

Call Options Held

96M

Put Options Held

121M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Account

Jeppson Wealth Management, LLC Pfizer Inc Transaction History