RWA

Roberts Wealth Advisors’s Pfizer PFE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-58,497	Closed	-$1.71M	–	103
2024 Q3	$1.71M	Buy	58,497 +1,589	+3%	+$46.4K	0.55%	53
2024 Q2	$1.58M	Buy	56,908 +3,895	+7%	+$108K	0.54%	54
2024 Q1	$1.37M	Buy	+53,013	New	+$1.37M	0.51%	56