Talisman Wealth Advisors’s Pfizer PFE Stock Holding History

Talisman Wealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,523	Closed	-$217K	–	92
2023 Q4	$217K	Sell	7,523 -854	-10%	-$25.8K	0.32%	81
2023 Q3	$278K	Sell	8,377 -1,163	-12%	-$41.1K	0.48%	65
2023 Q2	$350K	Buy	9,540 +514	+6%	+$20K	0.6%	56
2023 Q1	$368K	Buy	9,026 +573	+7%	+$24.7K	0.66%	49
2022 Q4	$433K	Buy	+8,453	New	+$405K	0.92%	34

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Talisman Wealth Advisors's PFE Position: Q1 2024 in Review

Talisman Wealth Advisors sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,523 shares — an estimated $217K sold.

Talisman Wealth Advisors first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $433K in Q4 2022. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Talisman Wealth Advisors reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Talisman Wealth Advisors sold 7,523 Pfizer shares in Q1 2024, an estimated $217K.
Talisman Wealth Advisors first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Talisman Wealth Advisors's Pfizer position peaked at $433K in Q4 2022.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Talisman Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.