Patriot Financial Group Insurance Agency, LLC's ownership history for PFE
Patriot Financial Group Insurance Agency, LLC currently holds 103.5K shares with a market value of $2.9M. It started holding PFE on 2024-09-30. At its peak, it held 103.5K shares on 2026-03-31. Its highest holding value was $2.9M on 2026-03-31. At its lowest, it held 25.6K shares on 2025-12-31, with a value of $638.1K on 2025-12-31. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 65.3K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 64.2K.
It has also owned 24 contracts of calls, with the market value of the underlying securities totaling $67.4K on 2025-03-31. At its peak, it held 24 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $67.4K on 2026-03-31. At its lowest, it held 12 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $29.1K on 2025-06-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its holdings by 12 contracts.