A detailed history of True Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, True Wealth Advisors, LLC holds 18,699 shares of PFE stock, worth $492,905. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,699
Previous 18,209 2.69%
Holding current value
$492,905
Previous $509,000 6.29%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 29, 2024

BUY
$27.7 - $31.39 $13,573 - $15,381
490 Added 2.69%
18,699 $541,000
Q2 2024

Jul 24, 2024

SELL
$25.26 - $29.6 $62,316 - $73,023
-2,467 Reduced 11.93%
18,209 $509,000
Q1 2024

Apr 23, 2024

BUY
$25.89 - $29.73 $259,832 - $298,370
10,036 Added 94.32%
20,676 $573,000
Q4 2023

Feb 08, 2024

SELL
$26.13 - $33.94 $78,625 - $102,125
-3,009 Reduced 22.05%
10,640 $306,000
Q3 2023

Nov 07, 2023

SELL
$32.09 - $37.51 $128 - $150
-4 Reduced 0.03%
13,649 $452,000
Q2 2023

Jul 31, 2023

SELL
$36.12 - $41.79 $5,995 - $6,937
-166 Reduced 1.2%
13,653 $500,000
Q1 2023

Apr 19, 2023

SELL
$39.39 - $51.28 $9,886 - $12,871
-251 Reduced 1.78%
13,819 $563,000
Q4 2022

Jan 23, 2023

BUY
$41.75 - $54.5 $9,059 - $11,826
217 Added 1.57%
14,070 $0
Q3 2022

Oct 21, 2022

BUY
$43.76 - $53.42 $3,719 - $4,540
85 Added 0.62%
13,853 $606,000
Q2 2022

Jul 27, 2022

BUY
$46.53 - $55.17 $71,935 - $85,292
1,546 Added 12.65%
13,768 $722,000
Q1 2022

May 05, 2022

SELL
$45.75 - $56.69 $104,401 - $129,366
-2,282 Reduced 15.73%
12,222 $722,000
Q1 2022

May 04, 2022

BUY
$45.75 - $56.69 $104,401 - $129,366
2,282 Added 18.67%
14,504 $715,000
Q4 2021

Feb 02, 2022

BUY
$41.32 - $61.25 $198,955 - $294,918
4,815 Added 65.01%
12,222 $722,000
Q2 2021

Jul 23, 2021

SELL
$35.91 - $40.68 $17,667 - $20,014
-492 Reduced 6.23%
7,407 $290,000
Q1 2021

Apr 22, 2021

BUY
$33.49 - $37.77 $264,537 - $298,345
7,899 New
7,899 $286,000

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 $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 ...
More about PFE
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.