Castle Rock Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $426K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $203K | Sell |
|
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|
2024
Q2 | $350K | Buy |
|
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|
2024
Q1 | $298K | Sell |
|
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|
2023
Q4 | $863K | Buy |
|
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|
2023
Q3 | $935K | Buy |
|
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|
2023
Q2 | $903K | Buy |
|
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|
2023
Q1 | $297K | Buy |
|
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|
2022
Q4 | $266K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $251K | Buy |
|
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|
2022
Q1 | $235K | Sell |
|
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|
2021
Q4 | $286K | Buy |
|
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Buy |
|