Cumberland 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 | $1.67M | Sell |
68,800
-23
| -0% | -$558 | 0.7% | 30 |
|
|
2025
Q1 | $1.74M | Buy |
+68,823
| New | +$1.74M | 0.79% | 28 |
|
|
2022
Q1 | – | Sell |
-6,796
| Closed | -$401K | – | 64 |
|
|
2021
Q4 | $401K | Sell |
6,796
-1,000
| -13% | -$59K | 0.08% | 52 |
|
|
2021
Q3 | $335K | Buy |
7,796
+527
| +7% | +$22.6K | 0.08% | 54 |
|
|
2021
Q2 | $285K | Sell |
7,269
-650
| -8% | -$25.5K | 0.07% | 56 |
|
|
2021
Q1 | $287K | Sell |
7,919
-12,500
| -61% | -$453K | 0.07% | 58 |
|
|
2020
Q4 | $752K | Buy |
+20,419
| New | +$752K | 0.28% | 43 |
|
|
2020
Q2 | $716K | Sell |
23,083
-1,054
| -4% | -$32.7K | 0.27% | 46 |
|
|
2020
Q1 | $747K | Buy |
24,137
+18,182
| +305% | +$563K | 0.3% | 44 |
|
|
2019
Q4 | $221K | Buy |
+5,955
| New | +$221K | 0.08% | 67 |
|
|
2019
Q3 | – | Sell |
-5,534
| Closed | -$227K | – | 78 |
|
|
2019
Q2 | $227K | Hold |
5,534
| – | – | 0.08% | 71 |
|
|
2019
Q1 | $223K | Hold |
5,534
| – | – | 0.08% | 68 |
|
|
2018
Q4 | $229K | Buy |
+5,534
| New | +$229K | 0.08% | 65 |
|