Number of Shares
83,937.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
1.06%
Total Estimate Gain
$-172,494.66
% of Total Estimate Gain
-4.86%

Optimist Retirement Group LLC's Pfizer Inc Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 83,937.00 shares of Pfizer Inc(PFE), totaling $2.13 Mil. This investment constitutes 1.06% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 4 purchases of PFE, at an average price of $27.25, for a total of 130,160.00 shares. In addition, there have been 1 sales at an average price of $27.10 for 46,223.00 shares. Based on historical transaction data and PFE's current price of $25.29, Optimist Retirement Group LLC's estimated gain on his PFE holdings is $-172,494.66, reflecting a -4.86% gain to date.

Optimist Retirement Group LLC PFE ($25.29) Holding Chart

Optimist Retirement Group LLC PFE ($25.29) 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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