Personal Cfo Solutions, LLC Pfizer Inc Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 96,593 shares of PFE stock, worth $2.53 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

96,593

Previous 75,829 27.38%

Holding current value

$2.53 Million

Previous $2.1 Million 28.42%

% of portfolio

0.42%

Previous 0.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$25.26 - $29.6 $524,498 - $614,614	20,764 Added 27.38%	96,593 $2.7 Million
Q1 2024 May 13, 2024	BUY	$25.89 - $29.73 $44,297 - $50,868	1,711 Added 2.31%	75,829 $2.1 Million
Q4 2023 Feb 13, 2024	BUY	$26.13 - $33.94 $144,890 - $188,197	5,545 Added 8.09%	74,118 $2.13 Million
Q3 2023 Nov 13, 2023	SELL	$32.09 - $37.51 $36,454 - $42,611	-1,136 Reduced 1.63%	68,573 $2.27 Million
Q2 2023 Aug 10, 2023	SELL	$36.12 - $41.79 $36,986 - $42,792	-1,024 Reduced 1.45%	69,709 $2.56 Million
Q1 2023 May 09, 2023	BUY	$39.39 - $51.28 $89,415 - $116,405	2,270 Added 3.32%	70,733 $2.89 Million
Q4 2022 Feb 14, 2023	BUY	$41.75 - $54.5 $459,625 - $599,990	11,009 Added 19.16%	68,463 $3.51 Million
Q3 2022 Nov 01, 2022	SELL	$43.76 - $53.42 $1.36 Million - $1.66 Million	-30,990 Reduced 35.04%	57,454 $2.51 Million
Q2 2022 Aug 05, 2022	SELL	$46.53 - $55.17 $160,016 - $189,729	-3,439 Reduced 3.74%	88,444 $4.64 Million
Q1 2022 May 02, 2022	BUY	$45.75 - $56.69 $230,168 - $285,207	5,031 Added 5.79%	91,883 $4.76 Million
Q4 2021 Feb 11, 2022	BUY	$41.32 - $61.25 $1.86 Million - $2.76 Million	44,984 Added 107.44%	86,852 $5.13 Million
Q3 2021 Nov 18, 2021	BUY	$39.25 - $50.42 $235,068 - $301,965	5,989 Added 16.69%	41,868 $1.8 Million
Q2 2021 Jul 22, 2021	SELL	$35.91 - $40.68 $46,036 - $52,151	-1,282 Reduced 3.45%	35,879 $1.41 Million
Q1 2021 Apr 21, 2021	BUY	$33.49 - $37.77 $340,492 - $384,007	10,167 Added 37.66%	37,161 $1.35 Million
Q4 2020 Feb 09, 2021	SELL	$33.47 - $42.56 $114,166 - $145,172	-3,411 Reduced 11.22%	26,994 $993,000
Q3 2020 Nov 02, 2020	BUY	$31.75 - $37.25 $293,211 - $344,003	9,235 Added 43.62%	30,405 $1,000
Q2 2020 Aug 03, 2020	BUY	$30.12 - $36.54 $250,056 - $303,355	8,302 Added 64.52%	21,170 $692,000
Q1 2020 Apr 30, 2020	BUY	$27.03 - $38.62 $39,301 - $56,153	1,454 Added 12.74%	12,868 $420,000
Q4 2019 Feb 13, 2020	SELL	$32.92 - $37.36 $76,078 - $86,338	-2,311 Reduced 16.84%	11,414 $448,000
Q3 2019 Nov 13, 2019	BUY	$32.49 - $42.13 $445,925 - $578,234	13,725 New	13,725 $598,000

Others Institutions Holding PFE

# of Institutions

3,260

Shares Held

3.73B

Call Options Held

73.5M

Put Options Held

108M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $147B
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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Personal Cfo Solutions, LLC Pfizer Inc Transaction History