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

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 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 129,653 shares of PFE stock, worth $3.37 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

129,653

Previous 127,975 1.31%

Holding current value

$3.37 Million

Previous $3.58 Million 4.8%

% of portfolio

1.53%

Previous 1.58%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$27.7 - $31.39 $46,480 - $52,672	1,678 Added 1.31%	129,653 $3.75 Million
Q2 2024 Aug 12, 2024	BUY	$25.26 - $29.6 $75,982 - $89,036	3,008 Added 2.41%	127,975 $3.58 Million
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

3,253

Shares Held

3.61B

Call Options Held

73.1M

Put Options Held

104M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $146B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account

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