Safeguard Investment Advisory Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Buy
2025
Q2
Sell
2025
Q1
$200K Buy
2024
Q4
Sell
2024
Q3
$221K Buy
2024
Q2
Sell
2024
Q1
$232K Sell
2023
Q4
$288K Buy
2023
Q3
$319K Sell
2023
Q2
$355K Sell
2023
Q1
$395K Buy
2022
Q4
$484K Buy
2022
Q3
$387K Buy
2022
Q2
$208K Hold
2022
Q1
$208K Sell
2021
Q4
$265K Buy
2021
Q1
Sell
2020
Q4
$136K Buy