Cumberland Partners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Hold
76,600
0.13% 106
2025
Q1
$1.94M Hold
76,600
0.15% 102
2024
Q4
$2.03M Buy
+76,600
New +$2.03M 0.14% 103
2022
Q3
Sell
-15,610
Closed -$818K 167
2022
Q2
$818K Buy
15,610
+900
+6% +$47.2K 0.08% 119
2022
Q1
$761K Buy
14,710
+4,758
+48% +$246K 0.06% 127
2021
Q4
$588K Buy
+9,952
New +$588K 0.04% 147
2018
Q3
Sell
-6,324
Closed -$218K 201
2018
Q2
$218K Buy
+6,324
New +$218K 0.02% 180