A detailed history of Shepherd Financial Partners LLC transactions in Pfizer Inc stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 22,718 shares of PFE stock, worth $586,805. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,718
Previous 26,002 12.63%
Holding current value
$586,805
Previous $727,000 9.63%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 28, 2024

SELL
$27.7 - $31.39 $90,966 - $103,084
-3,284 Reduced 12.63%
22,718 $657,000
Q2 2024

Aug 07, 2024

SELL
$25.26 - $29.6 $108,996 - $127,724
-4,315 Reduced 14.23%
26,002 $727,000
Q1 2024

Apr 22, 2024

SELL
$25.89 - $29.73 $164,608 - $189,023
-6,358 Reduced 17.34%
30,317 $841,000
Q4 2023

Feb 12, 2024

SELL
$26.13 - $33.94 $1.03 Million - $1.34 Million
-39,344 Reduced 51.76%
36,675 $1.06 Million
Q3 2023

Nov 08, 2023

BUY
$32.09 - $37.51 $137,184 - $160,355
4,275 Added 5.96%
76,019 $2.52 Million
Q2 2023

Aug 11, 2023

BUY
$36.12 - $41.79 $90,155 - $104,307
2,496 Added 3.6%
71,744 $2.63 Million
Q1 2023

May 01, 2023

SELL
$39.39 - $51.28 $209,554 - $272,809
-5,320 Reduced 7.13%
69,248 $2.83 Million
Q4 2022

Feb 14, 2023

BUY
$41.75 - $54.5 $132,973 - $173,582
3,185 Added 4.46%
74,568 $3.82 Million
Q3 2022

Nov 09, 2022

BUY
$43.76 - $53.42 $30,413 - $37,126
695 Added 0.98%
71,383 $3.12 Million
Q2 2022

Aug 15, 2022

BUY
$46.53 - $55.17 $304,399 - $360,922
6,542 Added 10.2%
70,688 $3.71 Million
Q1 2022

May 13, 2022

SELL
$45.75 - $56.69 $388,326 - $481,184
-8,488 Reduced 11.69%
64,146 $3.32 Million
Q4 2021

Feb 14, 2022

BUY
$41.32 - $61.25 $79,251 - $117,477
1,918 Added 2.71%
72,634 $4.29 Million
Q3 2021

Nov 15, 2021

BUY
$39.25 - $50.42 $12,756 - $16,386
325 Added 0.46%
70,716 $3.04 Million
Q2 2021

Aug 16, 2021

BUY
$35.91 - $40.68 $184,649 - $209,176
5,142 Added 7.88%
70,391 $2.76 Million
Q1 2021

May 14, 2021

BUY
$33.49 - $37.77 $146,652 - $165,394
4,379 Added 7.19%
65,249 $2.36 Million
Q4 2020

Feb 16, 2021

BUY
$33.47 - $42.56 $62,354 - $79,289
1,863 Added 3.16%
60,870 $2.24 Million
Q3 2020

Nov 16, 2020

BUY
$31.75 - $37.25 $256,825 - $301,315
8,089 Added 15.89%
59,007 $2.17 Million
Q2 2020

Aug 05, 2020

SELL
$30.12 - $36.54 $8,795 - $10,669
-292 Reduced 0.57%
50,918 $1.67 Million
Q1 2020

May 07, 2020

SELL
$27.03 - $38.62 $183,425 - $262,075
-6,786 Reduced 11.7%
51,210 $1.67 Million
Q4 2019

Jan 31, 2020

BUY
$32.92 - $37.36 $23,899 - $27,123
726 Added 1.27%
57,996 $2.27 Million
Q3 2019

Nov 25, 2019

BUY
$32.49 - $42.13 $151,695 - $196,704
4,669 Added 8.88%
57,270 $2.06 Million
Q2 2019

Aug 05, 2019

BUY
$36.98 - $41.52 $147 - $166
4 Added 0.01%
52,601 $2.28 Million
Q1 2019

Apr 29, 2019

SELL
$37.5 - $41.2 $22,162 - $24,349
-591 Reduced 1.11%
52,597 $2.23 Million
Q4 2018

Feb 07, 2019

BUY
$38.47 - $43.86 $16,311 - $18,596
424 Added 0.8%
53,188 $2.32 Million
Q4 2017

Feb 14, 2018

SELL
$33.26 - $35.29 $106,631 - $113,139
-3,206 Reduced 5.73%
52,764 $1.91 Million
Q3 2017

Nov 13, 2017

BUY
$31.0 - $34.15 $1.74 Million - $1.91 Million
55,970
55,970 $2.02 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 $145B
  • 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 Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners 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 Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.