Heartwood Wealth Advisors’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 | $345K | Sell |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
|