WP Advisors, LLC PFE Holdings History

Number of Shares
516,546.00
Current Holdings Value*
$13.09 Mil
% of Portfolio
4.36%
Total Estimate Gain
$-1.71 Mil
% of Total Estimate Gain
-11.17%

WP Advisors, LLC's Pfizer Inc Holding Summary

As of 2025-03-31, WP Advisors, LLC held 516,546.00 shares of Pfizer Inc(PFE), totaling $13.09 Mil. This investment constitutes 4.36% of their stock portfolio, and WP Advisors, LLC now holds 0.01% of the outstanding Pfizer Inc(PFE) stock.

The initial trade took place in 2018Q2. And since then WP Advisors, LLC has made 12 purchases of PFE, at an average price of $28.11, for a total of 545,726.00 shares. In addition, there have been 11 sales at an average price of $38.76 for 29,180.00 shares. Based on historical transaction data and PFE's current price of $24.19, WP Advisors, LLC's estimated gain on his PFE holdings is $-1.71 Mil, reflecting a -11.17% gain to date.

WP Advisors, LLC PFE ($24.19) Holding Chart

WP Advisors, LLC PFE ($24.19) 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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