AFCM
Applied Finance Capital Management’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Buy |
+71,219
| New | +$1.73M | 0.12% | 77 |
|
2024
Q1 | – | Sell |
-457,366
| Closed | -$13.2M | – | 77 |
|
2023
Q4 | $13.2M | Buy |
457,366
+47,593
| +12% | +$1.37M | 1.14% | 47 |
|
2023
Q3 | $13.6M | Buy |
409,773
+85,405
| +26% | +$2.83M | 1.48% | 44 |
|
2023
Q2 | $11.9M | Buy |
324,368
+22,708
| +8% | +$833K | 1.35% | 45 |
|
2023
Q1 | $12.3M | Buy |
301,660
+3,305
| +1% | +$135K | 1.53% | 37 |
|
2022
Q4 | $15.3M | Buy |
+298,355
| New | +$15.3M | 1.99% | 18 |
|