Safeguard Investment Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,895
| Closed | -$200K | – | 152 |
|
|
2025
Q1 | $200K | Buy |
+7,895
| New | +$200K | 0.05% | 134 |
|
|
2024
Q4 | – | Sell |
-7,632
| Closed | -$221K | – | 126 |
|
|
2024
Q3 | $221K | Buy |
+7,632
| New | +$221K | 0.06% | 100 |
|
|
2024
Q2 | – | Sell |
-8,358
| Closed | -$232K | – | 113 |
|
|
2024
Q1 | $232K | Sell |
8,358
-1,629
| -16% | -$45.2K | 0.08% | 89 |
|
|
2023
Q4 | $288K | Buy |
9,987
+371
| +4% | +$10.7K | 0.11% | 72 |
|
|
2023
Q3 | $319K | Sell |
9,616
-46
| -0.5% | -$1.53K | 0.14% | 67 |
|
|
2023
Q2 | $355K | Sell |
9,662
-14
| -0.1% | -$514 | 0.15% | 65 |
|
|
2023
Q1 | $395K | Buy |
9,676
+226
| +2% | +$9.22K | 0.19% | 63 |
|
|
2022
Q4 | $484K | Buy |
9,450
+584
| +7% | +$29.9K | 0.3% | 48 |
|
|
2022
Q3 | $387K | Buy |
8,866
+4,832
| +120% | +$211K | 0.27% | 52 |
|
|
2022
Q2 | $208K | Hold |
4,034
| – | – | 0.13% | 88 |
|
|
2022
Q1 | $208K | Sell |
4,034
-467
| -10% | -$24.1K | 0.14% | 80 |
|
|
2021
Q4 | $265K | Buy |
+4,501
| New | +$265K | 0.15% | 78 |
|
|
2021
Q1 | – | Sell |
-3,710
| Closed | -$136K | – | 518 |
|
|
2020
Q4 | $136K | Buy |
+3,710
| New | +$136K | 0.12% | 97 |
|