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 |
|