Sky Oak Wealth, LLC Pfizer Inc Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 9,336 shares of PFE stock, worth $256,366. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,336

Previous 11,709 20.27%

Holding current value

$256,366

Previous $327,000 17.43%

% of portfolio

0.06%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$27.7 - $31.39 $65,732 - $74,488	-2,373 Reduced 20.27%	9,336 $270,000
Q2 2024 Aug 12, 2024	SELL	$25.26 - $29.6 $35,414 - $41,499	-1,402 Reduced 10.69%	11,709 $327,000
Q1 2024 Apr 29, 2024	SELL	$25.89 - $29.73 $54,317 - $62,373	-2,098 Reduced 13.79%	13,111 $363,000
Q4 2023 Jan 12, 2024	SELL	$26.13 - $33.94 $377,578 - $490,432	-14,450 Reduced 48.72%	15,209 $437,000
Q3 2023 Oct 24, 2023	SELL	$32.09 - $37.51 $25,992 - $30,383	-810 Reduced 2.66%	29,659 $983,000
Q2 2023 Jul 20, 2023	SELL	$36.12 - $41.79 $232,107 - $268,542	-6,426 Reduced 17.42%	30,469 $1.12 Million
Q1 2023 May 02, 2023	SELL	$39.39 - $51.28 $384,643 - $500,749	-9,765 Reduced 20.93%	36,895 $1.51 Million
Q4 2022 Jan 26, 2023	SELL	$41.75 - $54.5 $224,114 - $292,556	-5,368 Reduced 10.32%	46,660 $0
Q3 2022 Oct 25, 2022	BUY	$43.76 - $53.42 $39,777 - $48,558	909 Added 1.78%	52,028 $2.28 Million
Q2 2022 Jul 26, 2022	BUY	$46.53 - $55.17 $27,313 - $32,384	587 Added 1.16%	51,119 $2.68 Million
Q1 2022 Apr 18, 2022	BUY	$45.75 - $56.69 $125,492 - $155,500	2,743 Added 5.74%	50,532 $2.62 Million
Q4 2021 Jan 24, 2022	BUY	$41.32 - $61.25 $44,171 - $65,476	1,069 Added 2.29%	47,789 $2.82 Million
Q3 2021 Oct 21, 2021	SELL	$39.25 - $50.42 $549 - $705	-14 Reduced 0.03%	46,720 $2.01 Million
Q2 2021 Jul 19, 2021	SELL	$35.91 - $40.68 $35,263 - $39,947	-982 Reduced 2.06%	46,734 $1.83 Million
Q1 2021 Apr 29, 2021	BUY	$33.49 - $37.77 $143,538 - $161,882	4,286 Added 9.87%	47,716 $1.85 Million
Q4 2020 Feb 02, 2021	SELL	$33.47 - $42.56 $43,008 - $54,689	-1,285 Reduced 2.87%	43,430 $1.6 Million
Q3 2020 Nov 03, 2020	SELL	$31.75 - $37.25 $83,534 - $98,004	-2,631 Reduced 5.56%	44,715 $1.64 Million
Q2 2020 Aug 10, 2020	BUY	$30.12 - $36.54 $1.16 Million - $1.41 Million	38,522 Added 436.56%	47,346 $1.55 Million
Q1 2020 May 04, 2020	BUY	$27.03 - $38.62 $24,029 - $34,333	889 Added 11.2%	8,824 $288,000
Q4 2019 Feb 04, 2020	BUY	$32.92 - $37.36 $261,220 - $296,451	7,935 New	7,935 $311,000

Others Institutions Holding PFE

# of Institutions

3,253

Shares Held

3.72B

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 $154B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Pfizer Inc Transaction History