Safir Wealth Advisors, LLC Closed Holding Positions

Safir Wealth Advisors, LLC

  • $129 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Jan 26, 2022
2,810
$74.42 - $85.34 $209K - $240K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
1,672
$122.0 - $138.86 $204K - $232K
ELV
Elevance Health, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
200
$287.7 - $371.31 $57.5K - $74.3K
NFLX
Netflix Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
125
$493.33 - $586.34 $61.7K - $73.3K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 15, 2021
500
$134.53 - $157.92 $67.3K - $79K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
100
$228.3 - $272.92 $22.8K - $27.3K
ABBV
Abb Vie Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
800
$102.3 - $112.62 $81.8K - $90.1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
1,672
$55.98 - $64.35 $93.6K - $108K
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
500
$195.37 - $218.88 $97.7K - $109K
MMM
3 M CO

Industrials
Q1 2021 Filed on Apr 15, 2021
650
$165.2 - $195.74 $107K - $127K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
400
$144.37 - $161.13 $57.7K - $64.5K
NSC
Norfolk Southern Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
250
$233.44 - $272.91 $58.4K - $68.2K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
200
$114.63 - $133.34 $22.9K - $26.7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 15, 2021
100
$207.02 - $241.31 $20.7K - $24.1K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
200
$116.64 - $192.08 $23.3K - $38.4K
GD
General Dynamics Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
200
$145.94 - $183.3 $29.2K - $36.7K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2021 Filed on Apr 15, 2021
400
$125.65 - $157.65 $50.3K - $63.1K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
300
$155.0 - $169.99 $46.5K - $51K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
200
$250.93 - $305.25 $50.2K - $61.1K
DIS
Walt Disney CO

Communication Services
Q1 2021 Filed on Apr 15, 2021
300
$163.03 - $201.91 $48.9K - $60.6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
400
$52.94 - $60.18 $21.2K - $24.1K
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