Number of Shares
96,107.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
1.04%
Total Estimate Gain
$-202,120.63
% of Total Estimate Gain
-4.31%

PLANNING DIRECTIONS INC's Pfizer Inc Holding Summary

As of 2025-03-31, PLANNING DIRECTIONS INC held 96,107.00 shares of Pfizer Inc(PFE), totaling $2.44 Mil. This investment constitutes 1.04% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 18 purchases of PFE, at an average price of $30.12, for a total of 155,578.00 shares. In addition, there have been 4 sales at an average price of $36.20 for 59,471.00 shares. Based on historical transaction data and PFE's current price of $24.26, PLANNING DIRECTIONS INC's estimated gain on his PFE holdings is $-202,120.63, reflecting a -4.31% gain to date.

PLANNING DIRECTIONS INC PFE ($24.26) Holding Chart

PLANNING DIRECTIONS INC PFE ($24.26) 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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