Holistic Financial Partners Pfizer Inc Transaction History

Holistic Financial Partners

$262 Million
Q4 2025

A detailed history of Holistic Financial Partners transactions in Pfizer Inc stock. As of the latest transaction made, Holistic Financial Partners holds 11,507 shares of PFE stock, worth $288,595. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,507

Previous 11,755 2.11%

Holding current value

$288,595

Previous $299,000 3.68%

% of portfolio

0.11%

Previous 0.13%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$24.23 - $27.37 $6,009 - $6,787	-248 Reduced 2.11%	11,507 $288,000
Q3 2025 Nov 07, 2025	BUY	$23.29 - $25.88 $19,866 - $22,075	853 Added 7.82%	11,755 $299,000
Q2 2025 Aug 05, 2025	BUY	$21.59 - $24.84 $38,840 - $44,687	1,799 Added 19.76%	10,902 $264,000
Q1 2025 May 06, 2025	BUY	$25.01 - $27.13 $1,125 - $1,220	45 Added 0.5%	9,103 $230,000
Q4 2024 Feb 04, 2025	SELL	$24.8 - $30.19 $4,563 - $5,554	-184 Reduced 1.99%	9,058 $240,000

Q3 2024 Nov 07, 2024	BUY	$27.7 - $31.39 $6,925 - $7,847	250 Added 2.78%	9,242 $267,000
Q2 2024 Jul 30, 2024	SELL	$25.26 - $29.6 $44,053 - $51,622	-1,744 Reduced 16.24%	8,992 $251,000
Q1 2024 May 08, 2024	BUY	$25.89 - $29.73 $8,310 - $9,543	321 Added 3.08%	10,736 $297,000
Q4 2023 Feb 12, 2024	BUY	$26.13 - $33.94 $69,322 - $90,042	2,653 Added 34.18%	10,415 $299,000
Q3 2023 Nov 08, 2023	BUY	$32.09 - $37.51 $29,426 - $34,396	917 Added 13.4%	7,762 $257,000
Q2 2023 Aug 09, 2023	BUY	$36.12 - $41.79 $5,743 - $6,644	159 Added 2.38%	6,845 $251,000
Q1 2023 May 04, 2023	BUY	$39.39 - $51.28 $1,339 - $1,743	34 Added 0.51%	6,686 $272,000
Q4 2022 Feb 07, 2023	BUY	$41.75 - $54.5 $1,169 - $1,526	28 Added 0.42%	6,652 $340,000
Q3 2022 Nov 09, 2022	BUY	$43.76 - $53.42 $1,181 - $1,442	27 Added 0.41%	6,624 $290,000
Q2 2022 Aug 02, 2022	BUY	$46.53 - $55.17 $1,349 - $1,599	29 Added 0.44%	6,597 $346,000
Q1 2022 May 13, 2022	SELL	$45.75 - $56.69 $3,660 - $4,535	-80 Reduced 1.2%	6,568 $340,000
Q4 2021 Feb 11, 2022	SELL	$41.32 - $61.25 $73,962 - $109,637	-1,790 Reduced 21.21%	6,648 $393,000
Q3 2021 Nov 12, 2021	BUY	$39.25 - $50.42 $33,912 - $43,562	864 Added 11.41%	8,438 $363,000
Q2 2021 Aug 13, 2021	BUY	$35.91 - $40.68 $1,220 - $1,383	34 Added 0.45%	7,574 $297,000
Q1 2021 May 11, 2021	SELL	$33.49 - $37.77 $118,755 - $133,932	-3,546 Reduced 31.99%	7,540 $273,000
Q4 2020 Feb 10, 2021	SELL	$33.47 - $42.56 $96,694 - $122,955	-2,889 Reduced 20.67%	11,086 $408,000
Q3 2020 Nov 13, 2020	SELL	$31.75 - $37.25 $38,544 - $45,221	-1,214 Reduced 7.99%	13,975 $512,000
Q2 2020 Aug 13, 2020	BUY	$30.12 - $36.54 $1,867 - $2,265	62 Added 0.41%	15,189 $497,000
Q1 2020 May 05, 2020	BUY	$27.03 - $38.62 $5,838 - $8,341	216 Added 1.45%	15,127 $494,000
Q4 2019 Feb 06, 2020	BUY	$32.92 - $37.36 $11,028 - $12,515	335 Added 2.3%	14,911 $584,000
Q3 2019 Nov 07, 2019	BUY	$32.49 - $42.13 $202,185 - $262,174	6,223 Added 74.5%	14,576 $521,000
Q2 2019 Aug 07, 2019	SELL	$36.98 - $41.52 $113,935 - $127,923	-3,081 Reduced 26.95%	8,353 $362,000
Q1 2019 May 07, 2019	SELL	$37.5 - $41.2 $43,462 - $47,750	-1,159 Reduced 9.2%	11,434 $486,000
Q4 2018 Feb 11, 2019	SELL	$38.47 - $43.86 $18,234 - $20,789	-474 Reduced 3.63%	12,593 $550,000
Q3 2018 Nov 05, 2018	SELL	$34.47 - $41.81 $15,511 - $18,814	-450 Reduced 3.33%	13,067 $576,000
Q2 2018 Aug 14, 2018	SELL	$32.98 - $35.16 $15,038 - $16,032	-456 Reduced 3.26%	13,517 $490,000
Q1 2018 May 14, 2018	SELL	$31.91 - $37.02 $10,626 - $12,327	-333 Reduced 2.33%	13,973 $496,000
Q4 2017 Feb 09, 2018	BUY	$33.26 - $35.29 $475,817 - $504,858	14,306	14,306 $518,000

Others Institutions Holding PFE

# of Institutions

3,358

Shares Held

3.57B

Call Options Held

86.1M

Put Options Held

105M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $141B
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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Holistic Financial Partners Pfizer Inc Transaction History