RWM
RKL Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
14,684
-204
| -1% | -$4.95K | 0.03% | 143 |
|
|
2025
Q1 | $377K | Sell |
14,888
-6,646
| -31% | -$168K | 0.04% | 137 |
|
|
2024
Q4 | $571K | Buy |
21,534
+6,340
| +42% | +$168K | 0.05% | 117 |
|
|
2024
Q3 | $440K | Sell |
15,194
-409
| -3% | -$11.8K | 0.04% | 112 |
|
|
2024
Q2 | $437K | Sell |
15,603
-701
| -4% | -$19.6K | 0.04% | 102 |
|
|
2024
Q1 | $452K | Sell |
16,304
-441
| -3% | -$12.2K | 0.04% | 104 |
|
|
2023
Q4 | $482K | Buy |
16,745
+7,652
| +84% | +$220K | 0.05% | 99 |
|
|
2023
Q3 | $302K | Sell |
9,093
-3,753
| -29% | -$124K | 0.04% | 109 |
|
|
2023
Q2 | $471K | Buy |
12,846
+50
| +0.4% | +$1.83K | 0.06% | 98 |
|
|
2023
Q1 | $522K | Sell |
12,796
-1,654
| -11% | -$67.5K | 0.07% | 91 |
|
|
2022
Q4 | $740K | Buy |
14,450
+245
| +2% | +$12.6K | 0.1% | 87 |
|
|
2022
Q3 | $622K | Sell |
14,205
-80
| -0.6% | -$3.5K | 0.09% | 89 |
|
|
2022
Q2 | $749K | Buy |
14,285
+338
| +2% | +$17.7K | 0.1% | 86 |
|
|
2022
Q1 | $722K | Buy |
13,947
+354
| +3% | +$18.3K | 0.09% | 88 |
|
|
2021
Q4 | $803K | Buy |
13,593
+615
| +5% | +$36.3K | 0.1% | 85 |
|
|
2021
Q3 | $558K | Sell |
12,978
-153
| -1% | -$6.58K | 0.07% | 86 |
|
|
2021
Q2 | $514K | Buy |
13,131
+2,689
| +26% | +$105K | 0.06% | 92 |
|
|
2021
Q1 | $378K | Sell |
10,442
-1,147
| -10% | -$41.5K | 0.05% | 98 |
|
|
2020
Q4 | $427K | Sell |
11,589
-2,309
| -17% | -$85.1K | 0.06% | 93 |
|
|
2020
Q3 | $510K | Buy |
13,898
+1,905
| +16% | +$69.9K | 0.08% | 88 |
|
|
2020
Q2 | $392K | Sell |
11,993
-836
| -7% | -$27.3K | 0.07% | 92 |
|
|
2020
Q1 | $419K | Sell |
12,829
-414
| -3% | -$13.5K | 0.09% | 87 |
|
|
2019
Q4 | $519K | Buy |
13,243
+178
| +1% | +$6.98K | 0.09% | 92 |
|
|
2019
Q3 | $472K | Sell |
13,065
-1,329
| -9% | -$48K | 0.09% | 94 |
|
|
2019
Q2 | $622K | Buy |
14,394
+2,126
| +17% | +$91.9K | 0.11% | 88 |
|
|
2019
Q1 | $521K | Sell |
12,268
-294
| -2% | -$12.5K | 0.1% | 99 |
|
|
2018
Q4 | $546K | Sell |
12,562
-1,603
| -11% | -$69.7K | 0.13% | 91 |
|
|
2018
Q3 | $622K | Sell |
14,165
-1,792
| -11% | -$78.7K | 0.13% | 93 |
|
|
2018
Q2 | $583K | Sell |
15,957
-3,800
| -19% | -$139K | 0.13% | 95 |
|
|
2018
Q1 | $701K | Sell |
19,757
-2,266
| -10% | -$80.4K | 0.17% | 90 |
|
|
2017
Q4 | $801K | Sell |
22,023
-6,943
| -24% | -$253K | 0.2% | 90 |
|
|
2017
Q3 | $1.03M | Sell |
28,966
-4,475
| -13% | -$160K | 0.29% | 76 |
|
|
2017
Q2 | $1.13M | Sell |
33,441
-221
| -0.7% | -$7.44K | 0.36% | 61 |
|
|
2017
Q1 | $1.15M | Sell |
33,662
-5,693
| -14% | -$195K | 0.46% | 48 |
|
|
2016
Q4 | $1.28M | Sell |
39,355
-4,113
| -9% | -$134K | 0.62% | 42 |
|
|
2016
Q3 | $1.47M | Buy |
43,468
+5,264
| +14% | +$178K | 0.74% | 34 |
|
|
2016
Q2 | $1.32M | Buy |
38,204
+8,430
| +28% | +$292K | 0.69% | 32 |
|
|
2016
Q1 | $882K | Buy |
+29,774
| New | +$882K | 0.51% | 35 |
|