TWA
Talisman Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,523
| Closed | -$217K | – | 92 |
|
|
2023
Q4 | $217K | Sell |
7,523
-854
| -10% | -$24.6K | 0.32% | 81 |
|
|
2023
Q3 | $278K | Sell |
8,377
-1,163
| -12% | -$38.6K | 0.48% | 65 |
|
|
2023
Q2 | $350K | Buy |
9,540
+514
| +6% | +$18.9K | 0.6% | 56 |
|
|
2023
Q1 | $368K | Buy |
9,026
+573
| +7% | +$23.4K | 0.66% | 49 |
|
|
2022
Q4 | $433K | Buy |
+8,453
| New | +$433K | 0.92% | 34 |
|