Uma Financial Services, Inc. Pfizer Inc Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Pfizer Inc stock. As of the latest transaction made, Uma Financial Services, Inc. holds 8,932 shares of PFE stock, worth $228,391. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,932

Previous 10,132 11.84%

Holding current value

$228,391

Previous $283,000 8.83%

% of portfolio

0.05%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$27.7 - $31.39 $33,240 - $37,668	-1,200 Reduced 11.84%	8,932 $258,000
Q2 2024 Jul 17, 2024	BUY	$25.26 - $29.6 $4,193 - $4,913	166 Added 1.67%	10,132 $283,000
Q1 2024 Apr 17, 2024	SELL	$25.89 - $29.73 $15,663 - $17,986	-605 Reduced 5.72%	9,966 $276,000
Q4 2023 Jan 23, 2024	BUY	$26.13 - $33.94 $13,300 - $17,275	509 Added 5.06%	10,571 $304,000
Q3 2023 Oct 10, 2023	BUY	$32.09 - $37.51 $17,328 - $20,255	540 Added 5.67%	10,062 $333,000
Q2 2023 Jul 05, 2023	BUY	$36.12 - $41.79 $3,286 - $3,802	91 Added 0.96%	9,522 $349,000
Q1 2023 Apr 20, 2023	BUY	$39.39 - $51.28 $3,939 - $5,128	100 Added 1.07%	9,431 $384,000
Q4 2022 Jan 25, 2023	SELL	$41.75 - $54.5 $22,002 - $28,721	-527 Reduced 5.35%	9,331 $0
Q3 2022 Oct 06, 2022	BUY	$43.76 - $53.42 $4,376 - $5,342	100 Added 1.02%	9,858 $435,000
Q1 2022 May 05, 2022	SELL	$45.75 - $56.69 $87,885 - $108,901	-1,921 Reduced 16.45%	9,758 $485,000
Q3 2021 Oct 19, 2021	BUY	$39.25 - $50.42 $19,625 - $25,210	500 Added 4.47%	11,679 $485,000
Q2 2021 Jul 23, 2021	SELL	$35.91 - $40.68 $28,979 - $32,828	-807 Reduced 6.73%	11,179 $464,000
Q1 2021 Apr 06, 2021	BUY	$33.49 - $37.77 $56,933 - $64,209	1,700 Added 16.53%	11,986 $435,000
Q4 2020 Feb 19, 2021	BUY	$33.47 - $42.56 $10,442 - $13,278	312 Added 3.13%	10,286 $355,000
Q2 2020 Aug 11, 2020	BUY	$30.12 - $36.54 $1,475 - $1,790	49 Added 0.49%	9,974 $383,000
Q1 2020 Apr 23, 2020	BUY	$27.03 - $38.62 $36,814 - $52,600	1,362 Added 15.91%	9,925 $360,000
Q3 2019 Nov 26, 2019	BUY	$32.49 - $42.13 $278,211 - $360,759	8,563 New	8,563 $331,000

Others Institutions Holding PFE

# of Institutions

3,259

Shares Held

3.62B

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 $144B
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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Uma Financial Services, Inc. Pfizer Inc Transaction History