Robertson Stephens Wealth Management, LLC's ownership history for PFE
Robertson Stephens Wealth Management, LLC currently holds 151.6K shares with a market value of $3.8M. It started holding PFE on 2024-09-30. At its peak, it held 151.6K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 24.1K shares on 2025-03-31, with a value of $610.9K on 2025-03-31. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its shares by 119.5K. In the recent year, Robertson Stephens Wealth Management, LLC has increased its shares by 123.0K.
It has also owned 54 contracts of calls, with the market value of the underlying securities totaling $134.5K on 2025-12-31. At its peak, it held 54 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $134.5K on 2025-12-31. At its lowest, it held 54 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $134.5K on 2025-12-31.