RKL 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
Q2 | $356K | Sell |
|
|||||
2025
Q1 | $377K | Sell |
|
|||||
2024
Q4 | $571K | Buy |
|
|||||
2024
Q3 | $440K | Sell |
|
|||||
2024
Q2 | $437K | Sell |
|
|||||
2024
Q1 | $452K | Sell |
|
|||||
2023
Q4 | $482K | Buy |
|
|||||
2023
Q3 | $302K | Sell |
|
|||||
2023
Q2 | $471K | Buy |
|
|||||
2023
Q1 | $522K | Sell |
|
|||||
2022
Q4 | $740K | Buy |
|
|||||
2022
Q3 | $622K | Sell |
|
|||||
2022
Q2 | $749K | Buy |
|
|||||
2022
Q1 | $722K | Buy |
|
|||||
2021
Q4 | $803K | Buy |
|
|||||
2021
Q3 | $558K | Sell |
|
|||||
2021
Q2 | $514K | Buy |
|
|||||
2021
Q1 | $378K | Sell |
|
|||||
2020
Q4 | $427K | Sell |
|
|||||
2020
Q3 | $510K | Buy |
|
|||||
2020
Q2 | $392K | Sell |
|
|||||
2020
Q1 | $419K | Sell |
|
|||||
2019
Q4 | $519K | Buy |
|
|||||
2019
Q3 | $472K | Sell |
|
|||||
2019
Q2 | $622K | Buy |
|
|||||
2019
Q1 | $521K | Sell |
|
|||||
2018
Q4 | $546K | Sell |
|
|||||
2018
Q3 | $622K | Sell |
|
|||||
2018
Q2 | $583K | Sell |
|
|||||
2018
Q1 | $701K | Sell |
|
|||||
2017
Q4 | $801K | Sell |
|
|||||
2017
Q3 | $1.03M | Sell |
|
|||||
2017
Q2 | $1.13M | Sell |
|
|||||
2017
Q1 | $1.15M | Sell |
|
|||||
2016
Q4 | $1.28M | Sell |
|
|||||
2016
Q3 | $1.47M | Buy |
|
|||||
2016
Q2 | $1.32M | Buy |
|
|||||
2016
Q1 | $882K | Buy |
|