Copeland Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Hold |
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|
2025
Q2 | $121K | Hold |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $143K | Hold |
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|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $196K | Sell |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $174K | Hold |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $350K | Hold |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $288K | Buy |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $280K | Hold |
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|
2016
Q2 | $291K | Hold |
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|
2016
Q1 | $245K | Hold |
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|
2015
Q4 | $267K | Hold |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $266K | Buy |
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|
2015
Q1 | $263K | Hold |
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|
2014
Q4 | $236K | Sell |
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|
2014
Q3 | $300K | Hold |
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|
2014
Q2 | $301K | Hold |
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|
2014
Q1 | $326K | Hold |
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|
2013
Q4 | $311K | Hold |
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|
2013
Q3 | $291K | Buy |
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|
2013
Q2 | $212K | Buy |
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