Asset Planning,Inc PFE Holdings History
Number of Shares
8,878.00
Current Holdings Value*
$224,970.00
% of Portfolio
0.18%
Total Estimate Gain
$-31,040.65
% of Total Estimate Gain
-4.03%
Asset Planning,Inc's Pfizer Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 8,878.00 shares of Pfizer Inc(PFE), totaling $224,970.00. This investment constitutes 0.18% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Pfizer Inc(PFE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.17 for 19,535.00 shares. Based on historical transaction data and PFE's current price of $25.65, Asset Planning,Inc's estimated gain on his PFE holdings is $-31,040.65, reflecting a -4.03% gain to date.
Asset Planning,Inc PFE ($25.65) Holding Chart
Asset Planning,Inc PFE ($25.65) 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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