Transform Wealth, LLC Pfizer Inc Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$36.12 - $41.79 $31,893 - $36,900	883 Added 10.37%	9,402 $344,000
Q1 2023 Apr 14, 2023	BUY	$39.39 - $51.28 $120,690 - $157,121	3,064 Added 56.17%	8,519 $347,000
Q4 2022 Jan 12, 2023	BUY	$41.75 - $54.5 $227,746 - $297,297	5,455 New	5,455 $0
Q1 2021 Apr 22, 2021	SELL	$33.49 - $37.77 $482,992 - $544,718	-14,422 Closed	0 $0
Q4 2020 Jan 20, 2021	SELL	$33.47 - $42.56 $237,804 - $302,388	-7,105 Reduced 33.01%	14,422 $531,000
Q3 2020 Oct 21, 2020	BUY	$31.75 - $37.25 $217,265 - $254,901	6,843 Added 46.6%	21,527 $790,000
Q2 2020 Jul 22, 2020	BUY	$30.12 - $36.54 $31,174 - $37,818	1,035 Added 7.58%	14,684 $480,000
Q1 2020 Apr 30, 2020	SELL	$27.03 - $38.62 $2.48 Million - $3.55 Million	-91,898 Reduced 87.07%	13,649 $446,000
Q4 2019 Jan 24, 2020	BUY	$32.92 - $37.36 $70,218 - $79,688	2,133 Added 2.06%	105,547 $4.14 Million
Q3 2019 Oct 24, 2019	SELL	$32.49 - $42.13 $120,375 - $156,091	-3,705 Reduced 3.46%	103,414 $3.72 Million
Q2 2019 Jul 30, 2019	SELL	$36.98 - $41.52 $973,091 - $1.09 Million	-26,314 Reduced 19.72%	107,119 $4.64 Million
Q1 2019 Apr 12, 2019	SELL	$37.5 - $41.2 $1.17 Million - $1.29 Million	-31,224 Reduced 18.96%	133,433 $5.67 Million
Q4 2018 Jan 30, 2019	BUY	$38.47 - $43.86 $775,516 - $884,173	20,159 Added 13.95%	164,657 $7.19 Million
Q3 2018 Oct 25, 2018	SELL	$34.47 - $41.81 $38,882 - $47,161	-1,128 Reduced 0.77%	144,498 $6.37 Million
Q2 2018 Aug 03, 2018	SELL	$32.98 - $35.16 $49,206 - $52,458	-1,492 Reduced 1.01%	145,626 $5.28 Million
Q1 2018 May 03, 2018	BUY	$31.91 - $37.02 $619,947 - $719,224	19,428 Added 15.21%	147,118 $5.22 Million
Q4 2017 Feb 08, 2018	BUY	$33.26 - $35.29 $1.8 Million - $1.91 Million	54,239 Added 73.84%	127,690 $4.63 Million
Q3 2017 Oct 19, 2017	BUY	$31.0 - $34.15 $2.28 Million - $2.51 Million	73,451	73,451 $2.62 Million

Others Institutions Holding PFE

# of Institutions

3,218

Shares Held

3.71B

Call Options Held

73.2M

Put Options Held

108M

Vanguard Group Inc Valley Forge, PA

511M
Shares

$15.2 Billion
0.28% of portfolio
Black Rock Inc. New York, NY

424M
Shares

$12.6 Billion
0.27% of portfolio
State Street Corp Boston, MA

287M
Shares

$8.51 Billion
0.36% of portfolio
Wellington Management Group LLP Boston, MA

166M
Shares

$4.93 Billion
0.85% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

117M
Shares

$3.48 Billion
0.63% of portfolio

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $166B
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

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