Heartwood Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
13,921
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $353K | Buy |
13,921
+690
| +5% | +$17.5K | 0.04% | 121 |
|
|
2024
Q4 | $351K | Hold |
13,231
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $383K | Sell |
13,231
-1,245
| -9% | -$36K | 0.04% | 113 |
|
|
2024
Q2 | $405K | Buy |
14,476
+1,200
| +9% | +$33.6K | 0.05% | 110 |
|
|
2024
Q1 | $368K | Buy |
13,276
+12
| +0.1% | +$333 | 0.05% | 105 |
|
|
2023
Q4 | $382K | Sell |
13,264
-8
| -0.1% | -$230 | 0.05% | 97 |
|
|
2023
Q3 | $440K | Buy |
13,272
+5,631
| +74% | +$187K | 0.06% | 87 |
|
|
2023
Q2 | $280K | Hold |
7,641
| – | – | 0.04% | 115 |
|
|
2023
Q1 | $312K | Hold |
7,641
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $392K | Sell |
7,641
-114
| -1% | -$5.84K | 0.06% | 88 |
|
|
2022
Q3 | $339K | Sell |
7,755
-23
| -0.3% | -$1.01K | 0.06% | 86 |
|
|
2022
Q2 | $408K | Sell |
7,778
-119
| -2% | -$6.24K | 0.07% | 78 |
|
|
2022
Q1 | $409K | Buy |
7,897
+2,563
| +48% | +$133K | 0.06% | 88 |
|
|
2021
Q4 | $315K | Buy |
5,334
+13
| +0.2% | +$768 | 0.05% | 85 |
|
|
2021
Q3 | $229K | Buy |
5,321
+64
| +1% | +$2.75K | 0.04% | 91 |
|
|
2021
Q2 | $206K | Buy |
+5,257
| New | +$206K | 0.03% | 95 |
|
|
2020
Q1 | – | Sell |
-6,565
| Closed | -$244K | – | 77 |
|
|
2019
Q4 | $244K | Buy |
+6,565
| New | +$244K | 0.05% | 71 |
|