A detailed history of Montz Harcus Wealth Management LLC transactions in Pfizer Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 7,255 shares of PFE stock, worth $205,606. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,255
Previous 7,314 0.81%
Holding current value
$205,606
Previous $202,000 -0.0%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$25.26 - $29.6 $1,490 - $1,746
-59 Reduced 0.81%
7,255 $202,000
Q1 2024

May 07, 2024

BUY
$25.89 - $29.73 $189,359 - $217,445
7,314 New
7,314 $202,000
Q3 2023

Nov 14, 2023

SELL
$32.09 - $37.51 $28,303 - $33,083
-882 Reduced 10.07%
7,875 $261,000
Q2 2023

Jul 21, 2023

BUY
$36.12 - $41.79 $17,120 - $19,808
474 Added 5.72%
8,757 $321,000
Q1 2023

Apr 25, 2023

BUY
$39.39 - $51.28 $3,190 - $4,153
81 Added 0.99%
8,283 $337,000
Q4 2022

Jan 20, 2023

BUY
$41.75 - $54.5 $4,300 - $5,613
103 Added 1.27%
8,202 $0
Q3 2022

Nov 02, 2022

BUY
$43.76 - $53.42 $20,085 - $24,519
459 Added 6.01%
8,099 $354,000
Q2 2022

Jul 18, 2022

BUY
$46.53 - $55.17 $2,745 - $3,255
59 Added 0.78%
7,640 $401,000
Q1 2022

May 05, 2022

BUY
$45.75 - $56.69 $14,685 - $18,197
321 Added 4.42%
7,581 $392,000
Q4 2021

Mar 24, 2022

BUY
$41.32 - $61.25 $299,983 - $444,675
7,260 New
7,260 $429,000

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 $159B
  • 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 Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management 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 Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.