A detailed history of Legacy Wealth Planning, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 4,781 shares of PFE stock, worth $132,720. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,781
Previous 5,236 8.69%
Holding current value
$132,720
Previous $275,000 24.0%
% of portfolio
0.35%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$43.76 - $53.42 $19,910 - $24,306
-455 Reduced 8.69%
4,781 $209,000
Q2 2022

Jul 26, 2022

BUY
$46.53 - $55.17 $3,722 - $4,413
80 Added 1.55%
5,236 $275,000
Q1 2022

May 10, 2022

SELL
$45.75 - $56.69 $11,163 - $13,832
-244 Reduced 4.52%
5,156 $267,000
Q4 2021

Feb 14, 2022

SELL
$41.32 - $61.25 $33,882 - $50,225
-820 Reduced 13.18%
5,400 $319,000
Q1 2021

May 06, 2021

SELL
$33.49 - $37.77 $82,820 - $93,405
-2,473 Reduced 28.45%
6,220 $225,000
Q4 2020

Feb 12, 2021

BUY
$33.47 - $42.56 $39,996 - $50,859
1,195 Added 15.94%
8,693 $320,000
Q3 2020

Nov 03, 2020

BUY
$31.75 - $37.25 $36,639 - $42,986
1,154 Added 18.19%
7,498 $275,000
Q2 2020

Aug 17, 2020

BUY
$30.12 - $36.54 $184,846 - $224,245
6,137 Added 2964.73%
6,344 $207,000
Q1 2020

May 18, 2020

SELL
$27.03 - $38.62 $165,883 - $237,010
-6,137 Reduced 96.74%
207 $207,000
Q4 2019

Feb 12, 2020

BUY
$32.92 - $37.36 $208,844 - $237,011
6,344 New
6,344 $249,000

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 $156B
  • 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 Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, 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 Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.