Xcel Wealth Management, LLC Pfizer Inc Transaction History

Xcel Wealth Management, LLC

$314 Million
Q1 2025

A detailed history of Xcel Wealth Management, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 229,277 shares of PFE stock, worth $5.3 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

229,277

Previous 232,167 1.24%

Holding current value

$5.3 Million

Previous $6.16 Million 5.68%

% of portfolio

1.85%

Previous 1.73%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$25.01 - $27.13 $72,278 - $78,405	-2,890 Reduced 1.24%	229,277 $5.81 Million
Q4 2024 Feb 05, 2025	SELL	$24.8 - $30.19 $1.1 Million - $1.34 Million	-44,544 Reduced 16.1%	232,167 $6.16 Million
Q3 2024 Oct 21, 2024	BUY	$27.7 - $31.39 $29,223 - $33,116	1,055 Added 0.38%	276,711 $8.01 Million
Q2 2024 Jul 23, 2024	BUY	$25.26 - $29.6 $76,310 - $89,421	3,021 Added 1.11%	275,656 $7.71 Million
Q1 2024 Apr 22, 2024	BUY	$25.89 - $29.73 $913,399 - $1.05 Million	35,280 Added 14.86%	272,635 $7.57 Million
Q4 2023 Jan 29, 2024	SELL	$26.13 - $33.94 $1.07 Million - $1.4 Million	-41,125 Reduced 14.77%	237,355 $6.83 Million
Q3 2023 Oct 17, 2023	SELL	$32.09 - $37.51 $462,866 - $541,044	-14,424 Reduced 4.92%	278,480 $9.24 Million
Q2 2023 Jul 26, 2023	BUY	$36.12 - $41.79 $535,695 - $619,787	14,831 Added 5.33%	292,904 $10.7 Million
Q1 2023 Apr 25, 2023	SELL	$39.39 - $51.28 $545,748 - $710,484	-13,855 Reduced 4.75%	278,073 $11.3 Million
Q4 2022 Jan 19, 2023	SELL	$41.75 - $54.5 $4.13 Million - $5.39 Million	-98,969 Reduced 25.32%	291,928 $15 Million
Q3 2022 Oct 20, 2022	SELL	$43.76 - $53.42 $1.19 Million - $1.45 Million	-27,090 Reduced 6.48%	390,897 $17.1 Million
Q2 2022 Jul 26, 2022	SELL	$46.53 - $55.17 $1.57 Million - $1.86 Million	-33,641 Reduced 7.45%	417,987 $21.9 Million
Q1 2022 Apr 29, 2022	BUY	$45.75 - $56.69 $887,733 - $1.1 Million	19,404 Added 4.49%	451,628 $23.4 Million
Q4 2021 Feb 03, 2022	BUY	$41.32 - $61.25 $719,422 - $1.07 Million	17,411 Added 4.2%	432,224 $25.5 Million
Q3 2021 Oct 21, 2021	SELL	$39.25 - $50.42 $13,345 - $17,142	-340 Reduced 0.08%	414,813 $17.8 Million
Q2 2021 Jul 15, 2021	SELL	$35.91 - $40.68 $20,181 - $22,862	-562 Reduced 0.14%	415,153 $16.3 Million
Q1 2021 Apr 15, 2021	BUY	$33.49 - $37.77 $6.68 Million - $7.53 Million	199,479 Added 92.25%	415,715 $15.1 Million
Q4 2020 Jan 13, 2021	SELL	$33.47 - $42.56 $117,780 - $149,768	-3,519 Reduced 1.6%	216,236 $7.96 Million
Q3 2020 Oct 27, 2020	BUY	$31.75 - $37.25 $11,588 - $13,596	365 Added 0.17%	219,755 $8.07 Million
Q2 2020 Jul 10, 2020	BUY	$30.12 - $36.54 $1.46 Million - $1.77 Million	48,340 Added 28.26%	219,390 $7.17 Million
Q1 2020 Apr 07, 2020	BUY	$27.03 - $38.62 $435,885 - $622,786	16,126 Added 10.41%	171,050 $5.58 Million
Q4 2019 Jan 09, 2020	BUY	$32.92 - $37.36 $212,926 - $241,644	6,468 Added 4.36%	154,924 $6.07 Million
Q3 2019 Nov 12, 2019	BUY	$32.49 - $42.13 $1.36 Million - $1.76 Million	41,827 Added 39.23%	148,456 $5.33 Million
Q2 2019 Nov 12, 2019	BUY	$36.98 - $41.52 $36,980 - $41,520	1,000 Added 0.95%	106,629 $4.62 Million
Q1 2019 Nov 12, 2019	SELL	$37.5 - $41.2 $207,375 - $227,836	-5,530 Reduced 4.97%	105,629 $4.49 Million
Q4 2018 Nov 12, 2019	BUY	$38.47 - $43.86 $4.28 Million - $4.88 Million	111,159 New	111,159 $4.85 Million

Others Institutions Holding PFE

# of Institutions

3,368

Shares Held

3.61B

Call Options Held

102M

Put Options Held

130M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $130B
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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Xcel Wealth Management, LLC Pfizer Inc Transaction History