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Bell Asset Management’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-275,450
Closed -$10.1M 66
2023
Q2
$10.1M Buy
275,450
+23,284
+9% +$854K 1.73% 17
2023
Q1
$10.3M Buy
+252,166
New +$10.3M 1.88% 16