Palacios Wealth Management, LLC PFE Holdings History
Palacios Wealth Management, LLC's Pfizer Inc Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 20,469.00 shares of Pfizer Inc(PFE), totaling $496,170.00. This investment constitutes 0.41% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0% of the outstanding Pfizer Inc(PFE) stock.
The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 1 purchases of PFE, at an average price of $26.25, for a total of 256,891.00 shares. In addition, there have been 1 sales at an average price of $23.35 for 236,422.00 shares. Based on historical transaction data and PFE's current price of $24.47, Palacios Wealth Management, LLC's estimated gain on his PFE holdings is $-721,478.16, reflecting a -10.70% gain to date.
Palacios Wealth Management, LLC PFE ($24.47) Holding Chart
Palacios 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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