Phillips Wealth Planners LLC's ownership history for PFE

Phillips Wealth Planners LLC currently holds 10.9K shares with a market value of $288.9K. It started holding PFE on 2024-09-30. At its peak, it held 13.0K shares on 2025-03-31. Its highest holding value was $376.6K on 2024-09-30. At its lowest, it held 8.6K shares on 2025-06-30, with a value of $219.7K on 2025-06-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 2.0K.