Robertson Stephens 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 | $777K | Buy |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $757K | Sell |
|
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|
2024
Q3 | $1M | Sell |
|
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|
2024
Q2 | $1.09M | Sell |
|
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|
2024
Q1 | $1.3M | Sell |
|
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|
2023
Q4 | $1.34M | Sell |
|
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.62M | Buy |
|
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|
2022
Q4 | $3.13M | Sell |
|
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $3.46M | Buy |
|
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $854K | Sell |
|
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $768K | Buy |
|
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|
2020
Q4 | $408K | Sell |
|
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|
2020
Q3 | $414K | Buy |
|
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $260K | Buy |
|