RFS
Richardson Financial Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
4,762
+605
| +15% | +$15.1K | 0.08% | 190 |
|
|
2025
Q1 | $105K | Buy |
4,157
+290
| +7% | +$7.35K | 0.08% | 183 |
|
|
2024
Q4 | $102K | Sell |
3,867
-8,253
| -68% | -$218K | 0.07% | 188 |
|
|
2024
Q3 | $339K | Hold |
12,120
| – | – | 0.22% | 113 |
|
|
2024
Q2 | $339K | Sell |
12,120
-560
| -4% | -$15.7K | 0.24% | 107 |
|
|
2024
Q1 | $352K | Sell |
12,680
-15,847
| -56% | -$440K | 0.25% | 102 |
|
|
2023
Q4 | $821K | Buy |
+28,527
| New | +$821K | 0.72% | 39 |
|