Marcum Wealth, LLC Pfizer Inc Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Marcum Wealth, LLC holds 35,535 shares of PFE stock, worth $950,205. This represents 0.1% of its overall portfolio holdings.

Number of Shares

35,535

Previous 37,473 5.17%

Holding current value

$950,205

Previous $1.05 Million 1.91%

% of portfolio

0.1%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$27.7 - $31.39 $53,682 - $60,833	-1,938 Reduced 5.17%	35,535 $1.03 Million
Q2 2024 Jul 02, 2024	BUY	$25.26 - $29.6 $5,254 - $6,156	208 Added 0.56%	37,473 $1.05 Million
Q1 2024 Apr 10, 2024	BUY	$25.89 - $29.73 $101,644 - $116,719	3,926 Added 11.78%	37,265 $1.03 Million
Q4 2023 Jan 10, 2024	SELL	$26.13 - $33.94 $148,418 - $192,779	-5,680 Reduced 14.56%	33,339 $959,000
Q3 2023 Oct 10, 2023	BUY	$32.09 - $37.51 $151,240 - $176,784	4,713 Added 13.74%	39,019 $1.29 Million
Q2 2023 Jul 13, 2023	SELL	$36.12 - $41.79 $19,324 - $22,357	-535 Reduced 1.54%	34,306 $1.26 Million
Q1 2023 Apr 19, 2023	SELL	$39.39 - $51.28 $13,195 - $17,178	-335 Reduced 0.95%	34,841 $1.42 Million
Q4 2022 Jan 12, 2023	BUY	$41.75 - $54.5 $23,463 - $30,629	562 Added 1.62%	35,176 $0
Q3 2022 Oct 11, 2022	BUY	$43.76 - $53.42 $47,917 - $58,494	1,095 Added 3.27%	34,614 $1.52 Million
Q2 2022 Jul 14, 2022	BUY	$46.53 - $55.17 $48,018 - $56,935	1,032 Added 3.18%	33,519 $1.76 Million
Q1 2022 Apr 20, 2022	BUY	$45.75 - $56.69 $36,096 - $44,728	789 Added 2.49%	32,487 $1.68 Million
Q4 2021 Feb 01, 2022	SELL	$41.32 - $61.25 $321,800 - $477,015	-7,788 Reduced 19.72%	31,698 $1.87 Million
Q3 2021 Nov 08, 2021	SELL	$39.25 - $50.42 $186,790 - $239,948	-4,759 Reduced 10.76%	39,486 $1.7 Million
Q2 2021 Aug 10, 2021	BUY	$35.91 - $40.68 $9,372 - $10,617	261 Added 0.59%	44,245 $1.73 Million
Q1 2021 May 11, 2021	BUY	$33.49 - $37.77 $605,901 - $683,334	18,092 Added 69.87%	43,984 $1.59 Million
Q4 2020 Feb 09, 2021	BUY	$33.47 - $42.56 $287,574 - $365,675	8,592 Added 49.66%	25,892 $953,000
Q3 2020 Nov 09, 2020	BUY	$31.75 - $37.25 $31,623 - $37,101	996 Added 6.11%	17,300 $635,000
Q2 2020 Aug 14, 2020	BUY	$30.12 - $36.54 $7,560 - $9,171	251 Added 1.56%	16,304 $533,000
Q1 2020 May 14, 2020	SELL	$27.03 - $38.62 $24,110 - $34,449	-892 Reduced 5.26%	16,053 $524,000
Q4 2019 Feb 13, 2020	BUY	$32.92 - $37.36 $557,829 - $633,065	16,945 New	16,945 $664,000

Others Institutions Holding PFE

# of Institutions

3,260

Shares Held

3.61B

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 $150B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Pfizer Inc Transaction History