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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