CWM

Cedar Wealth Management’s Pfizer PFE Stock Holding History

Cedar Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Buy	5,600 +81	+1%	+$1.96K	0.05%	89
2025 Q1	$140K	Sell	5,519 -219	-4%	-$5.55K	0.05%	88
2024 Q4	$152K	Buy	5,738 +79	+1%	+$2.1K	0.06%	79
2024 Q3	$164K	Buy	5,659 +71	+1%	+$2.06K	0.05%	111
2024 Q2	$156K	Sell	5,588 -1,325	-19%	-$37.1K	0.05%	114
2024 Q1	$192K	Buy	6,913 +946	+16%	+$26.3K	0.06%	111
2023 Q4	$172K	Buy	5,967 +1,845	+45%	+$53.1K	0.06%	109
2023 Q3	$137K	Buy	4,122 +267	+7%	+$8.86K	0.05%	121
2023 Q2	$141K	Buy	3,855 +2,056	+114%	+$75.4K	0.05%	117
2023 Q1	$73.4K	Sell	1,799 -1,030	-36%	-$42K	0.03%	131
2022 Q4	$145K	Hold	2,829	–	–	0.07%	101
2022 Q3	$124K	Hold	2,829	–	–	0.06%	116
2022 Q2	$148K	Hold	2,829	–	–	0.07%	116
2022 Q1	$146K	Sell	2,829 -833	-23%	-$43K	0.06%	130
2021 Q4	$216K	Buy	3,662 +132	+4%	+$7.79K	0.09%	119
2021 Q3	$152K	Hold	3,530	–	–	0.07%	118
2021 Q2	$138K	Sell	3,530 -3,699	-51%	-$145K	0.06%	124
2021 Q1	$262K	Sell	7,229 -1,601	-18%	-$58K	0.13%	92
2020 Q4	$325K	Sell	8,830 -3,041	-26%	-$112K	0.17%	77
2020 Q3	$436K	Buy	11,871 +10,010	+538%	+$368K	0.27%	61
2020 Q2	$61K	Buy	1,861 +11	+0.6%	+$361	0.04%	120
2020 Q1	$60K	Buy	1,850 +1,000	+118%	+$32.4K	0.04%	118
2019 Q4	$33K	Buy	850 +200	+31%	+$7.77K	0.02%	106
2019 Q3	$23K	Hold	650	–	–	0.02%	117
2019 Q2	$28K	Hold	650	–	–	0.02%	126
2019 Q1	$28K	Hold	650	–	–	0.02%	122
2018 Q4	$28K	Hold	650	–	–	0.02%	102
2018 Q3	$29K	Hold	650	–	–	0.02%	101
2018 Q2	$24K	Hold	650	–	–	0.01%	99
2018 Q1	$23K	Hold	650	–	–	0.01%	95
2017 Q4	$24K	Hold	650	–	–	0.01%	95
2017 Q3	$23K	Hold	650	–	–	0.01%	100
2017 Q2	$22K	Hold	650	–	–	0.01%	99
2017 Q1	$22K	Hold	650	–	–	0.01%	94
2016 Q4	$21K	Hold	650	–	–	0.01%	95
2016 Q3	$22K	Hold	650	–	–	0.02%	82
2016 Q2	$23K	Sell	650 -168	-21%	-$5.95K	0.01%	90
2016 Q1	$24K	Buy	818 +650	+387%	+$19.1K	0.02%	74
2015 Q4	$5K	Buy	+168	New	+$5K	﹤0.01%	30