RSWM
Robertson Stephens Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
32,071
+7,962
| +33% | +$193K | 0.02% | 293 |
|
|
2025
Q1 | $611K | Sell |
24,109
-4,431
| -16% | -$112K | 0.02% | 331 |
|
|
2024
Q4 | $757K | Sell |
28,540
-6,184
| -18% | -$164K | 0.03% | 289 |
|
|
2024
Q3 | $1M | Sell |
34,724
-4,169
| -11% | -$121K | 0.04% | 280 |
|
|
2024
Q2 | $1.09M | Sell |
38,893
-7,776
| -17% | -$218K | 0.05% | 216 |
|
|
2024
Q1 | $1.3M | Sell |
46,669
-20
| -0% | -$555 | 0.07% | 197 |
|
|
2023
Q4 | $1.34M | Sell |
46,689
-7,240
| -13% | -$208K | 0.08% | 190 |
|
|
2023
Q3 | $1.79M | Sell |
53,929
-6,425
| -11% | -$213K | 0.12% | 152 |
|
|
2023
Q2 | $2.21M | Sell |
60,354
-3,927
| -6% | -$144K | 0.16% | 121 |
|
|
2023
Q1 | $2.62M | Buy |
64,281
+3,163
| +5% | +$129K | 0.2% | 106 |
|
|
2022
Q4 | $3.13M | Sell |
61,118
-3,153
| -5% | -$162K | 0.31% | 76 |
|
|
2022
Q3 | $2.81M | Sell |
64,271
-2,042
| -3% | -$89.3K | 0.29% | 70 |
|
|
2022
Q2 | $3.48M | Sell |
66,313
-572
| -0.9% | -$30K | 0.33% | 62 |
|
|
2022
Q1 | $3.46M | Buy |
66,885
+2,081
| +3% | +$108K | 0.29% | 72 |
|
|
2021
Q4 | $3.83M | Buy |
64,804
+44,933
| +226% | +$2.65M | 0.32% | 67 |
|
|
2021
Q3 | $854K | Sell |
19,871
-190
| -0.9% | -$8.17K | 0.1% | 140 |
|
|
2021
Q2 | $785K | Sell |
20,061
-1,144
| -5% | -$44.8K | 0.09% | 157 |
|
|
2021
Q1 | $768K | Buy |
21,205
+10,111
| +91% | +$366K | 0.12% | 131 |
|
|
2020
Q4 | $408K | Sell |
11,094
-187
| -2% | -$29.3K | 0.09% | 154 |
|
|
2020
Q3 | $414K | Buy |
11,281
+2,201
| +24% | +$80.8K | 0.1% | 152 |
|
|
2020
Q2 | $296K | Buy |
9,080
+1,125
| +14% | +$36.7K | 0.09% | 146 |
|
|
2020
Q1 | $260K | Buy |
+7,955
| New | +$260K | 0.09% | 149 |
|