A detailed history of Wealth Plan Investment Management, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 75,136 shares of PFE stock, worth $2.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
75,136
Previous 71,920 4.47%
Holding current value
$2.06 Million
Previous $2.01 Million 8.05%
% of portfolio
0.24%
Previous 0.33%

Shares

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

Nov 05, 2024

BUY
$27.7 - $31.39 $89,083 - $100,950
3,216 Added 4.47%
75,136 $2.17 Million
Q2 2024

Aug 09, 2024

BUY
$25.26 - $29.6 $235,726 - $276,227
9,332 Added 14.91%
71,920 $2.01 Million
Q1 2024

May 16, 2024

SELL
$25.89 - $29.73 $20,090 - $23,070
-776 Reduced 1.22%
62,588 $1.74 Million
Q4 2023

Jan 05, 2024

SELL
$26.13 - $33.94 $63,887 - $82,983
-2,445 Reduced 3.72%
63,364 $1.82 Million
Q3 2023

Nov 15, 2023

BUY
$32.09 - $37.51 $1.63 Million - $1.91 Million
50,820 Added 339.05%
65,809 $2.18 Million
Q3 2023

Nov 09, 2023

SELL
$32.09 - $37.51 $1.26 Million - $1.47 Million
-39,267 Reduced 72.37%
14,989 $497,000
Q2 2023

Aug 14, 2023

BUY
$36.12 - $41.79 $1.87 Million - $2.17 Million
51,901 Added 2203.86%
54,256 $1.99 Million
Q2 2023

Jul 25, 2023

SELL
$36.12 - $41.79 $2.26 Million - $2.61 Million
-62,454 Reduced 96.37%
2,355 $86,000
Q1 2023

May 08, 2023

SELL
$39.39 - $51.28 $710,713 - $925,245
-18,043 Reduced 21.78%
64,809 $2.64 Million
Q4 2022

Feb 15, 2023

BUY
$41.75 - $54.5 $139,737 - $182,411
3,347 Added 4.21%
82,852 $4.25 Million
Q3 2022

Dec 12, 2022

SELL
$43.76 - $53.42 $373,797 - $456,313
-8,542 Reduced 9.7%
79,505 $3.99 Million
Q1 2022

Sep 07, 2022

BUY
$45.75 - $56.69 $4.03 Million - $4.99 Million
88,047 New
88,047 $4.32 Million

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 $154B
  • 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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