Number of Shares
175,596.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
0.8%
Total Estimate Gain
$-1.52 Mil
% of Total Estimate Gain
-22.59%

Hamilton Point Investment Advisors, LLC's Pfizer Inc Holding Summary

As of 2025-03-31, Hamilton Point Investment Advisors, LLC held 175,596.00 shares of Pfizer Inc(PFE), totaling $4.45 Mil. This investment constitutes 0.8% of their stock portfolio, and Hamilton Point Investment Advisors, LLC now holds 0% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2019Q2. And since then Hamilton Point Investment Advisors, LLC has made 14 purchases of PFE, at an average price of $33.61, for a total of 200,435.00 shares. In addition, there have been 7 sales at an average price of $30.75 for 24,839.00 shares. Based on historical transaction data and PFE's current price of $25.35, Hamilton Point Investment Advisors, LLC's estimated gain on his PFE holdings is $-1.52 Mil, reflecting a -22.59% gain to date.

Hamilton Point Investment Advisors, LLC PFE ($25.35) Holding Chart

Hamilton Point Investment Advisors, LLC PFE ($25.35) 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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