Wealthspire Advisors, LLC Pfizer Inc Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 121,093 shares of PFE stock, worth $3.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

121,093

Previous 127,409 4.96%

Holding current value

$3.59 Million

Previous $3.54 Million 4.16%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$25.26 - $29.6 $159,542 - $186,953	-6,316 Reduced 4.96%	121,093 $3.39 Million
Q1 2024 May 06, 2024	SELL	$25.89 - $29.73 $107,081 - $122,963	-4,136 Reduced 3.14%	127,409 $3.54 Million
Q4 2023 Feb 06, 2024	SELL	$26.13 - $33.94 $486,514 - $631,928	-18,619 Reduced 12.4%	131,545 $3.79 Million
Q3 2023 Nov 06, 2023	BUY	$32.09 - $37.51 $848,940 - $992,327	26,455 Added 21.38%	150,164 $4.98 Million
Q2 2023 Jul 31, 2023	SELL	$36.12 - $41.79 $166,152 - $192,234	-4,600 Reduced 3.59%	123,709 $4.54 Million
Q1 2023 May 09, 2023	BUY	$39.39 - $51.28 $895,767 - $1.17 Million	22,741 Added 21.54%	128,309 $5.24 Million
Q4 2022 Feb 13, 2023	SELL	$41.75 - $54.5 $388,108 - $506,632	-9,296 Reduced 8.09%	105,568 $5.41 Million
Q3 2022 Nov 14, 2022	BUY	$43.76 - $53.42 $369,246 - $450,757	8,438 Added 7.93%	114,864 $5.03 Million
Q2 2022 Aug 09, 2022	BUY	$46.53 - $55.17 $856,291 - $1.02 Million	18,403 Added 20.91%	106,426 $5.58 Million
Q1 2022 May 09, 2022	SELL	$45.75 - $56.69 $1.26 Million - $1.57 Million	-27,630 Reduced 23.89%	88,023 $4.56 Million
Q4 2021 Feb 14, 2022	SELL	$41.32 - $61.25 $707,191 - $1.05 Million	-17,115 Reduced 12.89%	115,653 $6.83 Million
Q3 2021 Nov 15, 2021	BUY	$39.25 - $50.42 $739,352 - $949,761	18,837 Added 16.53%	132,768 $5.71 Million
Q2 2021 Aug 13, 2021	SELL	$35.91 - $40.68 $2.49 Million - $2.82 Million	-69,436 Reduced 37.87%	113,931 $4.46 Million
Q1 2021 May 17, 2021	BUY	$33.49 - $37.77 $606,269 - $683,750	18,103 Added 10.95%	183,367 $6.64 Million
Q4 2020 Feb 16, 2021	BUY	$33.47 - $42.56 $4.04 Million - $5.14 Million	120,732 Added 271.11%	165,264 $6.08 Million
Q3 2020 Nov 16, 2020	BUY	$31.75 - $37.25 $29,210 - $34,270	920 Added 2.11%	44,532 $1.63 Million
Q2 2020 Aug 14, 2020	SELL	$30.12 - $36.54 $4.48 Million - $5.43 Million	-148,651 Reduced 77.32%	43,612 $1.43 Million
Q1 2020 May 12, 2020	BUY	$27.03 - $38.62 $4.37 Million - $6.24 Million	161,602 Added 527.06%	192,263 $6.28 Million
Q4 2019 Feb 14, 2020	BUY	$32.92 - $37.36 $112,751 - $127,958	3,425 Added 12.58%	30,661 $1.2 Million
Q3 2019 Nov 12, 2019	BUY	$32.49 - $42.13 $447,159 - $579,835	13,763 Added 102.15%	27,236 $979,000
Q2 2019 Aug 13, 2019	BUY	$36.98 - $41.52 $312,444 - $350,802	8,449 Added 168.17%	13,473 $584,000
Q1 2019 May 08, 2019	SELL	$37.5 - $41.2 $9,037 - $9,929	-241 Reduced 4.58%	5,024 $213,000
Q4 2018 Feb 14, 2019	BUY	$38.47 - $43.86 $202,544 - $230,922	5,265 New	5,265 $230,000

Others Institutions Holding PFE

# of Institutions

3,218

Shares Held

3.71B

Call Options Held

73.2M

Put Options Held

108M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $166B
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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Wealthspire Advisors, LLC Pfizer Inc Transaction History