Wealth Plan Partners, LLC Pfizer Inc Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 8,271 shares of PFE stock, worth $213,639. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,271

Previous 7,584 9.06%

Holding current value

$213,639

Previous $212 Million 12.81%

% of portfolio

0.03%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$27.7 - $31.39 $19,029 - $21,564	687 Added 9.06%	8,271 $239 Million
Q2 2024 Aug 09, 2024	SELL	$25.26 - $29.6 $65,221 - $76,427	-2,582 Reduced 25.4%	7,584 $212 Million
Q1 2024 May 07, 2024	SELL	$25.89 - $29.73 $79,896 - $91,746	-3,086 Reduced 23.29%	10,166 $282 Million
Q4 2023 Jan 05, 2024	SELL	$26.13 - $33.94 $45,387 - $58,953	-1,737 Reduced 11.59%	13,252 $382 Million
Q3 2023 Nov 01, 2023	BUY	$32.09 - $37.51 $9,049 - $10,577	282 Added 1.92%	14,989 $497 Million
Q2 2023 Jul 31, 2023	SELL	$36.12 - $41.79 $90,805 - $105,060	-2,514 Reduced 14.6%	14,707 $539 Million
Q1 2023 May 10, 2023	SELL	$39.39 - $51.28 $2.59 Million - $3.37 Million	-65,631 Reduced 79.21%	17,221 $703 Million
Q4 2022 Feb 16, 2023	SELL	$41.75 - $54.5 $216,891 - $283,127	-5,195 Reduced 5.9%	82,852 $3.62 Billion
Q1 2022 May 03, 2022	BUY	$45.75 - $56.69 $90,768 - $112,472	1,984 Added 2.31%	88,047 $4.32 Million
Q4 2021 Feb 01, 2022	BUY	$41.32 - $61.25 $420,926 - $623,953	10,187 Added 13.43%	86,063 $4.53 Million
Q3 2021 Dec 09, 2021	SELL	$39.25 - $50.42 $31,360 - $40,285	-799 Reduced 1.04%	75,876 $3.26 Million
Q2 2021 Aug 19, 2021	BUY	$35.91 - $40.68 $25,316 - $28,679	705 Added 0.93%	76,675 $3.55 Million
Q1 2021 May 11, 2021	BUY	$33.49 - $37.77 $35,365 - $39,885	1,056 Added 1.41%	75,970 $3.04 Million
Q4 2020 Feb 09, 2021	SELL	$33.47 - $42.56 $60,346 - $76,735	-1,803 Reduced 2.35%	74,914 $2.61 Million
Q3 2020 Dec 18, 2020	SELL	$31.75 - $37.25 $10,922 - $12,814	-344 Reduced 0.45%	76,717 $2.88 Million
Q2 2020 Aug 19, 2020	BUY	$30.12 - $36.54 $39,728 - $48,196	1,319 Added 1.74%	77,061 $2.94 Million
Q1 2020 May 15, 2020	SELL	$27.03 - $38.62 $222,592 - $318,035	-8,235 Reduced 9.81%	75,742 $2.87 Million
Q4 2019 Feb 14, 2020	BUY	$32.92 - $37.36 $43,158 - $48,978	1,311 Added 1.59%	83,977 $3.17 Million
Q3 2019 Nov 15, 2019	BUY	$32.49 - $42.13 $64,687 - $83,880	1,991 Added 2.47%	82,666 $3.03 Million
Q2 2019 Aug 19, 2019	BUY	$36.98 - $41.52 $100,141 - $112,436	2,708 Added 3.47%	80,675 $2.84 Million
Q1 2019 May 16, 2019	BUY	$37.5 - $41.2 $16,912 - $18,581	451 Added 0.58%	77,967 $3.21 Million
Q4 2018 Feb 20, 2019	SELL	$38.47 - $43.86 $145,339 - $165,703	-3,778 Reduced 4.65%	77,516 $3.29 Million
Q3 2018 Nov 21, 2018	BUY	$34.47 - $41.81 $140,809 - $170,793	4,085 Added 5.29%	81,294 $3.54 Million
Q2 2018 Aug 16, 2018	SELL	$32.98 - $35.16 $48,876 - $52,107	-1,482 Reduced 1.88%	77,209 $2.8 Million
Q1 2018 May 16, 2018	BUY	$31.91 - $37.02 $2.51 Million - $2.91 Million	78,691 New	78,691 $2.79 Million

Others Institutions Holding PFE

# of Institutions

3,258

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 $145B
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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Wealth Plan Partners, LLC Pfizer Inc Transaction History