A detailed history of Regent Peak Wealth Advisors LLC transactions in Pfizer Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 6,938 shares of PFE stock, worth $185,522. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,938
Previous 10,710 35.22%
Holding current value
$185,522
Previous $299,000 33.11%
% of portfolio
0.05%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$27.7 - $31.39 $104,484 - $118,403
-3,772 Reduced 35.22%
6,938 $200,000
Q2 2024

Aug 14, 2024

SELL
$25.26 - $29.6 $1,237 - $1,450
-49 Reduced 0.46%
10,710 $299,000
Q1 2024

May 01, 2024

SELL
$25.89 - $29.73 $72,673 - $83,452
-2,807 Reduced 20.69%
10,759 $298,000
Q4 2023

Jan 23, 2024

SELL
$26.13 - $33.94 $5,199 - $6,754
-199 Reduced 1.45%
13,566 $390,000
Q3 2023

Nov 03, 2023

SELL
$32.09 - $37.51 $19,350 - $22,618
-603 Reduced 4.2%
13,765 $456,000
Q2 2023

Jul 19, 2023

SELL
$36.12 - $41.79 $12,136 - $14,041
-336 Reduced 2.29%
14,368 $527,000
Q1 2023

Apr 24, 2023

SELL
$39.39 - $51.28 $28,045 - $36,511
-712 Reduced 4.62%
14,704 $599,000
Q4 2022

Feb 08, 2023

BUY
$41.75 - $54.5 $27,054 - $35,316
648 Added 4.39%
15,416 $790,000
Q3 2022

Nov 14, 2022

SELL
$43.76 - $53.42 $4,857 - $5,929
-111 Reduced 0.75%
14,768 $646,000
Q2 2022

Aug 11, 2022

BUY
$46.53 - $55.17 $12,376 - $14,675
266 Added 1.82%
14,879 $780,000
Q1 2022

May 03, 2022

BUY
$45.75 - $56.69 $8,418 - $10,430
184 Added 1.28%
14,613 $757,000
Q4 2021

Feb 11, 2022

BUY
$41.32 - $61.25 $21,858 - $32,401
529 Added 3.81%
14,429 $852,000
Q3 2021

Nov 08, 2021

BUY
$39.25 - $50.42 $7,065 - $9,075
180 Added 1.31%
13,900 $598,000
Q2 2021

Aug 16, 2021

BUY
$35.91 - $40.68 $31,995 - $36,245
891 Added 6.95%
13,720 $587,000
Q1 2021

Apr 28, 2021

BUY
$33.49 - $37.77 $218,388 - $246,298
6,521 Added 103.38%
12,829 $464,000
Q4 2020

Feb 12, 2021

BUY
$33.47 - $42.56 $19,847 - $25,238
593 Added 10.38%
6,308 $232,000
Q3 2020

Nov 04, 2020

BUY
$31.75 - $37.25 $181,451 - $212,883
5,715 New
5,715 $210,000
Q2 2020

Aug 05, 2020

SELL
$30.12 - $36.54 $186,503 - $226,255
-6,192 Closed
0 $0
Q1 2020

Apr 27, 2020

SELL
$27.03 - $38.62 $15,866 - $22,669
-587 Reduced 8.66%
6,192 $202,000
Q4 2019

Feb 14, 2020

BUY
$32.92 - $37.36 $223,164 - $253,263
6,779 New
6,779 $265,000

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 $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

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.