Walled Lake Planning & Wealth Management, LLC Pfizer Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 124,967 shares of PFE stock, worth $3.5 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
124,967
Previous 37,785 230.73%
Holding current value
$3.5 Million
Previous $1.09 Million 218.95%
% of portfolio
1.53%
Previous 0.51%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$25.89 - $29.73 $2.26 Million - $2.59 Million
87,182 Added 230.73%
124,967 $3.47 Million
Q4 2023

Feb 13, 2024
SELL
$26.13 - $33.94 $2.21 Million - $2.87 Million
-84,526 Reduced 69.11%
37,785 $1.09 Million
Q3 2023

Nov 14, 2023
BUY
$32.09 - $37.51 $154,288 - $180,348
4,808 Added 4.09%
122,311 $4.06 Million
Q2 2023

Aug 11, 2023
BUY
$36.12 - $41.79 $116,667 - $134,981
3,230 Added 2.83%
117,503 $4.31 Million
Q1 2023

May 12, 2023
BUY
$39.39 - $51.28 $439,198 - $571,772
11,150 Added 10.81%
114,273 $4.66 Million
Q4 2022

Feb 13, 2023
SELL
$41.75 - $54.5 $63,167 - $82,458
-1,513 Reduced 1.45%
103,123 $5.29 Million
Q3 2022

Nov 01, 2022
BUY
$43.76 - $53.42 $169,438 - $206,842
3,872 Added 3.84%
104,636 $4.58 Million
Q2 2022

Aug 09, 2022
BUY
$46.53 - $55.17 $164,948 - $195,577
3,545 Added 3.65%
100,764 $5.28 Million
Q1 2022

May 13, 2022
BUY
$45.75 - $56.69 $99,552 - $123,357
2,176 Added 2.29%
97,219 $5.03 Million
Q4 2021

Feb 10, 2022
BUY
$41.32 - $61.25 $3.86 Million - $5.73 Million
93,512 Added 6107.9%
95,043 $5.61 Million
Q3 2021

Nov 15, 2021
BUY
$39.25 - $50.42 $19,978 - $25,663
509 Added 49.8%
1,531 $66,000
Q2 2021

Aug 16, 2021
SELL
$35.91 - $40.68 $3,231 - $3,661
-90 Reduced 8.09%
1,022 $40,000
Q1 2021

May 17, 2021
BUY
$33.49 - $37.77 $401 - $453
12 Added 1.09%
1,112 $40,000
Q4 2020

Feb 19, 2021
BUY
$33.47 - $42.56 $36,817 - $46,816
1,100 New
1,100 $40,000
Q1 2020

May 15, 2020
SELL
$27.03 - $38.62 $2,027 - $2,896
-75 Closed
0 $0
Q4 2019

May 15, 2020
BUY
$32.92 - $37.36 $2,469 - $2,802
75 New
75 $3,000

Others Institutions Holding PFE

# of Institutions
3,159
Shares Held
3.68B
Call Options Held
67.4M
Put Options Held
113M
View Full List

About PFIZER INC

PFE Quotes by TradingView
  • Ticker PFE
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 5,612,349,952
  • Market Cap $157B
  • 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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