Summit Financial Wealth Advisors, LLC Pfizer Inc Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 78,197 shares of PFE stock, worth $2.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

78,197

Previous 69,177 13.04%

Holding current value

$2.07 Million

Previous $1.94 Million 16.95%

% of portfolio

0.45%

Previous 0.44%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$27.7 - $31.39 $249,854 - $283,137	9,020 Added 13.04%	78,197 $2.26 Million
Q2 2024 Aug 12, 2024	BUY	$25.26 - $29.6 $956,722 - $1.12 Million	37,875 Added 121.0%	69,177 $1.94 Million
Q1 2024 May 02, 2024	BUY	$25.89 - $29.73 $495,586 - $569,091	19,142 Added 157.42%	31,302 $868,000
Q4 2023 Jan 19, 2024	BUY	$26.13 - $33.94 $62,529 - $81,218	2,393 Added 24.5%	12,160 $350,000
Q3 2023 Nov 13, 2023	SELL	$32.09 - $37.51 $85,134 - $99,514	-2,653 Reduced 21.36%	9,767 $323,000
Q2 2023 Jul 12, 2023	BUY	$36.12 - $41.79 $159,469 - $184,502	4,415 Added 55.15%	12,420 $455,000
Q1 2023 Apr 10, 2023	BUY	$39.39 - $51.28 $23,752 - $30,921	603 Added 8.15%	8,005 $326,000
Q3 2022 Oct 28, 2022	SELL	$43.76 - $53.42 $5.62 Million - $6.86 Million	-128,450 Reduced 94.55%	7,402 $339,000
Q2 2022 Jul 26, 2022	BUY	$46.53 - $55.17 $64,118 - $76,024	1,378 Added 1.02%	135,852 $7.03 Million
Q1 2022 May 06, 2022	SELL	$45.75 - $56.69 $1.43 Million - $1.77 Million	-31,267 Reduced 18.86%	134,474 $6.96 Million
Q4 2021 Jan 12, 2022	BUY	$41.32 - $61.25 $312,089 - $462,621	7,553 Added 4.77%	165,741 $9.04 Million
Q3 2021 Nov 05, 2021	BUY	$39.25 - $50.42 $78,578 - $100,940	2,002 Added 1.28%	158,188 $6.8 Million
Q2 2021 Aug 09, 2021	BUY	$35.91 - $40.68 $174,091 - $197,216	4,848 Added 3.2%	156,186 $6.12 Million
Q1 2021 Apr 23, 2021	BUY	$33.49 - $37.77 $97,924 - $110,439	2,924 Added 1.97%	151,338 $5.57 Million
Q4 2020 Jan 11, 2021	SELL	$33.47 - $42.56 $137,360 - $174,666	-4,104 Reduced 2.69%	148,414 $5.45 Million
Q3 2020 Nov 09, 2020	SELL	$31.75 - $37.25 $8,794 - $10,318	-277 Reduced 0.18%	152,518 $5.53 Million
Q2 2020 Jul 16, 2020	BUY	$30.12 - $36.54 $75,540 - $91,642	2,508 Added 1.67%	152,795 $5.16 Million
Q1 2020 Apr 29, 2020	SELL	$27.03 - $38.62 $262,758 - $375,425	-9,721 Reduced 6.08%	150,287 $5.2 Million
Q4 2019 Jan 28, 2020	BUY	$32.92 - $37.36 $86,546 - $98,219	2,629 Added 1.67%	160,008 $6.43 Million
Q3 2019 Nov 05, 2019	BUY	$32.49 - $42.13 $223,531 - $289,854	6,880 Added 4.57%	157,379 $5.68 Million
Q2 2019 Jul 16, 2019	BUY	$36.98 - $41.52 $400,160 - $449,287	10,821 Added 7.75%	150,499 $6.52 Million
Q1 2019 May 01, 2019	BUY	$37.5 - $41.2 $239,625 - $263,268	6,390 Added 4.79%	139,678 $5.98 Million
Q4 2018 Feb 01, 2019	SELL	$38.47 - $43.86 $681,342 - $776,804	-17,711 Reduced 11.73%	133,288 $5.82 Million
Q3 2018 Oct 22, 2018	BUY	$34.47 - $41.81 $1.88 Million - $2.28 Million	54,508 Added 56.49%	150,999 $6.51 Million
Q2 2018 Jul 06, 2018	SELL	$32.98 - $35.16 $63,981 - $68,210	-1,940 Reduced 1.97%	96,491 $3.42 Million
Q1 2018 Apr 09, 2018	BUY	$31.91 - $37.02 $1.8 Million - $2.09 Million	56,346 Added 133.89%	98,431 $3.49 Million
Q1 2018 Apr 06, 2018	SELL	$31.91 - $37.02 $1.4 Million - $1.62 Million	-43,764 Reduced 50.98%	42,085 $1.49 Million
Q4 2017 Feb 05, 2018	BUY	$33.26 - $35.29 $308,187 - $326,997	9,266 Added 12.1%	85,849 $3.11 Million
Q3 2017 Nov 06, 2017	BUY	$31.0 - $34.15 $354,733 - $390,778	11,443 Added 17.57%	76,583 $2.73 Million
Q2 2017 Aug 14, 2017	BUY	N/A	65,140	65,140 $2.19 Million

Others Institutions Holding PFE

# of Institutions

3,260

Shares Held

3.61B

Call Options Held

77.2M

Put Options Held

122M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $148B
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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Summit Financial Wealth Advisors, LLC Pfizer Inc Transaction History