True Wealth Advisors, LLC Pfizer Inc Transaction History

True Wealth Advisors, LLC

$253 Million
Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in Pfizer Inc stock. As of the latest transaction made, True Wealth Advisors, LLC holds 11,719 shares of PFE stock, worth $259,458. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,719

Previous 13,705 14.49%

Holding current value

$259,458

Previous $363,000 18.46%

% of portfolio

0.12%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$25.01 - $27.13 $49,669 - $53,880	-1,986 Reduced 14.49%	11,719 $296,000
Q4 2024 Jan 15, 2025	SELL	$24.8 - $30.19 $123,851 - $150,768	-4,994 Reduced 26.71%	13,705 $363,000
Q3 2024 Oct 29, 2024	BUY	$27.7 - $31.39 $13,573 - $15,381	490 Added 2.69%	18,699 $541,000
Q2 2024 Jul 24, 2024	SELL	$25.26 - $29.6 $62,316 - $73,023	-2,467 Reduced 11.93%	18,209 $509,000
Q1 2024 Apr 23, 2024	BUY	$25.89 - $29.73 $259,832 - $298,370	10,036 Added 94.32%	20,676 $573,000
Q4 2023 Feb 08, 2024	SELL	$26.13 - $33.94 $78,625 - $102,125	-3,009 Reduced 22.05%	10,640 $306,000
Q3 2023 Nov 07, 2023	SELL	$32.09 - $37.51 $128 - $150	-4 Reduced 0.03%	13,649 $452,000
Q2 2023 Jul 31, 2023	SELL	$36.12 - $41.79 $5,995 - $6,937	-166 Reduced 1.2%	13,653 $500,000
Q1 2023 Apr 19, 2023	SELL	$39.39 - $51.28 $9,886 - $12,871	-251 Reduced 1.78%	13,819 $563,000
Q4 2022 Jan 23, 2023	BUY	$41.75 - $54.5 $9,059 - $11,826	217 Added 1.57%	14,070 $0
Q3 2022 Oct 21, 2022	BUY	$43.76 - $53.42 $3,719 - $4,540	85 Added 0.62%	13,853 $606,000
Q2 2022 Jul 27, 2022	BUY	$46.53 - $55.17 $71,935 - $85,292	1,546 Added 12.65%	13,768 $722,000
Q1 2022 May 05, 2022	SELL	$45.75 - $56.69 $104,401 - $129,366	-2,282 Reduced 15.73%	12,222 $722,000
Q1 2022 May 04, 2022	BUY	$45.75 - $56.69 $104,401 - $129,366	2,282 Added 18.67%	14,504 $715,000
Q4 2021 Feb 02, 2022	BUY	$41.32 - $61.25 $198,955 - $294,918	4,815 Added 65.01%	12,222 $722,000
Q2 2021 Jul 23, 2021	SELL	$35.91 - $40.68 $17,667 - $20,014	-492 Reduced 6.23%	7,407 $290,000
Q1 2021 Apr 22, 2021	BUY	$33.49 - $37.77 $264,537 - $298,345	7,899 New	7,899 $286,000

Others Institutions Holding PFE

# of Institutions

3,365

Shares Held

3.57B

Call Options Held

106M

Put Options Held

123M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $124B
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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True Wealth Advisors, LLC Pfizer Inc Transaction History