ALLEN WEALTH MANAGEMENT, LLC PFE Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Pfizer Inc Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 92,516.00 shares of Pfizer Inc(PFE), totaling $2.34 Mil. This investment constitutes 1.61% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Pfizer Inc(PFE) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 3 purchases of PFE, at an average price of $29.67, for a total of 105,895.00 shares. In addition, there have been 2 sales at an average price of $27.15 for 13,379.00 shares. Based on historical transaction data and PFE's current price of $24.47, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his PFE holdings is $-515,234.81, reflecting a -16.40% gain to date.
ALLEN WEALTH MANAGEMENT, LLC PFE ($24.47) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC PFE ($24.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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