SAG
SageView Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
50,874
-6,508
| -11% | -$158K | 0.05% | 214 |
|
|
2025
Q1 | $1.45M | Buy |
57,382
+10,140
| +21% | +$257K | 0.06% | 167 |
|
|
2024
Q4 | $1.25M | Buy |
47,242
+17,241
| +57% | +$457K | 0.05% | 190 |
|
|
2024
Q3 | $868K | Sell |
30,001
-19,315
| -39% | -$559K | 0.04% | 219 |
|
|
2024
Q2 | $1.38M | Buy |
+49,316
| New | +$1.38M | 0.06% | 176 |
|
|
2024
Q1 | – | Sell |
-45,186
| Closed | -$1.22M | – | 738 |
|
|
2023
Q4 | $1.22M | Buy |
45,186
+973
| +2% | +$26.3K | 0.05% | 218 |
|
|
2023
Q3 | $1.47M | Buy |
44,213
+14,539
| +49% | +$482K | 0.08% | 150 |
|
|
2023
Q2 | $1.09M | Buy |
29,674
+2,345
| +9% | +$86K | 0.06% | 209 |
|
|
2023
Q1 | $1.12M | Buy |
27,329
+13,268
| +94% | +$541K | 0.07% | 188 |
|
|
2022
Q4 | $720K | Buy |
+14,061
| New | +$720K | 0.06% | 196 |
|