WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PFE Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Pfizer Inc Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 124,668.00 shares of Pfizer Inc(PFE), totaling $3.16 Mil. This investment constitutes 1.12% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Pfizer Inc(PFE) stock.
The initial trade took place in 2019Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 14 purchases of PFE, at an average price of $35.80, for a total of 299,538.00 shares. In addition, there have been 5 sales at an average price of $28.80 for 174,870.00 shares. Based on historical transaction data and PFE's current price of $25.38, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his PFE holdings is $-2.52 Mil, reflecting a -23.53% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PFE ($25.38) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PFE ($25.38) 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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