DWAM
Duncan Williams Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
15,488
+314
| +2% | +$7.61K | 0.12% | 103 |
|
|
2025
Q1 | $384K | Sell |
15,174
-449
| -3% | -$11.4K | 0.14% | 97 |
|
|
2024
Q4 | $414K | Buy |
15,623
+4,416
| +39% | +$117K | 0.16% | 92 |
|
|
2024
Q3 | $324K | Buy |
+11,207
| New | +$324K | 0.18% | 93 |
|