Portfolio reallocation

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ASSET PLANNING Exits Full Stake in Pfizer Worth $2.7 Million
The Motley Fool· 2025-10-16 19:27
On October 16, 2025, ASSET PLANNING SERVICES INC /LA/ /ADV disclosed in an SEC filing that it sold out of Pfizer(PFE -0.68%), with an estimated $2.66 million trade.What happenedAccording to a Securities and Exchange Commission (SEC) filing dated October 16, 2025, ASSET PLANNING SERVICES INC /LA/ /ADV sold its entire Pfizer position during the third quarter. The fund divested all 109,630 shares, resulting in an estimated $2.66 million in trades based on the average price. The move reduced the fund’s Pfizer h ...