A detailed history of Cassady Schiller Wealth Management, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3,958 shares of PFE stock, worth $112,644. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,958
Previous 3,151 25.61%
Holding current value
$112,644
Previous $87,000 26.44%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$25.26 - $29.6 $20,384 - $23,887
807 Added 25.61%
3,958 $110,000
Q1 2024

May 13, 2024

SELL
$25.89 - $29.73 $34,278 - $39,362
-1,324 Reduced 29.59%
3,151 $87,000
Q4 2023

Feb 09, 2024

BUY
$26.13 - $33.94 $5,905 - $7,670
226 Added 5.32%
4,475 $128,000
Q3 2023

Nov 09, 2023

SELL
$32.09 - $37.51 $19,735 - $23,068
-615 Reduced 12.64%
4,249 $140,000
Q2 2023

Aug 10, 2023

BUY
$36.12 - $41.79 $9,571 - $11,074
265 Added 5.76%
4,864 $178,000
Q1 2023

May 12, 2023

SELL
$39.39 - $51.28 $45,298 - $58,972
-1,150 Reduced 20.0%
4,599 $187,000
Q4 2022

May 16, 2023

SELL
$41.75 - $54.5 $4,175 - $5,450
-100 Reduced 2.17%
4,499 $230,000
Q4 2022

Feb 13, 2023

BUY
$41.75 - $54.5 $23,505 - $30,683
563 Added 10.86%
5,749 $294,000
Q3 2022

Nov 09, 2022

BUY
$43.76 - $53.42 $11,771 - $14,369
269 Added 5.47%
5,186 $227,000
Q2 2022

Aug 11, 2022

BUY
$46.53 - $55.17 $9,399 - $11,144
202 Added 4.28%
4,917 $258,000
Q4 2021

Feb 09, 2022

BUY
$41.32 - $61.25 $194,823 - $288,793
4,715 New
4,715 $278,000

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 $160B
  • 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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