A detailed history of Kingswood Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 109,968 shares of PFE stock, worth $2.93 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
109,968
Previous 105,294 4.44%
Holding current value
$2.93 Million
Previous $2.95 Billion 8.09%
% of portfolio
0.23%
Previous 0.27%

Shares

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

Oct 21, 2024

BUY
$27.7 - $31.39 $129,469 - $146,716
4,674 Added 4.44%
109,968 $3.18 Billion
Q2 2024

Jul 09, 2024

BUY
$25.26 - $29.6 $1.49 Million - $1.74 Million
58,825 Added 126.59%
105,294 $2.95 Billion
Q1 2024

Apr 15, 2024

SELL
$25.89 - $29.73 $38,110 - $43,762
-1,472 Reduced 3.07%
46,469 $1.29 Billion
Q4 2023

Jan 16, 2024

BUY
$26.13 - $33.94 $933,598 - $1.21 Million
35,729 Added 292.57%
47,941 $1.38 Billion
Q3 2023

Oct 23, 2023

SELL
$32.09 - $37.51 $63,634 - $74,382
-1,983 Reduced 13.97%
12,212 $2.7 Billion
Q2 2023

Aug 09, 2023

BUY
$36.12 - $41.79 $512,723 - $593,209
14,195 New
14,195 $521 Million

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 $149B
  • 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 Kingswood Wealth Advisors, LLC Portfolio

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.