Roehl & Yi Investment Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$802K Sell
2025
Q4
$720K Sell
2025
Q3
$861K Buy
2025
Q2
$849K Buy
2025
Q1
$885K Buy
2024
Q4
$661K Buy