Robinson Smith Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
9,800
+111
| +1% | +$2.69K | 0.19% | 72 |
|
|
2025
Q1 | $246K | Buy |
9,689
+11
| +0.1% | +$279 | 0.21% | 74 |
|
|
2024
Q4 | $257K | Buy |
9,678
+261
| +3% | +$6.92K | 0.22% | 67 |
|
|
2024
Q3 | $273K | Sell |
9,417
-567
| -6% | -$16.4K | 0.23% | 70 |
|
|
2024
Q2 | $279K | Buy |
+9,984
| New | +$279K | 0.25% | 70 |
|
|
2024
Q1 | – | Sell |
-7,285
| Closed | -$210K | – | 84 |
|
|
2023
Q4 | $210K | Buy |
+7,285
| New | +$210K | 0.21% | 81 |
|