Heritage 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 | $115K | Sell |
4,746
-2,988
| -39% | -$72.4K | 0.01% | 237 |
|
|
2025
Q1 | $196K | Sell |
7,734
-1,816
| -19% | -$46K | 0.01% | 200 |
|
|
2024
Q4 | $253K | Hold |
9,550
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $276K | Sell |
9,550
-43
| -0.4% | -$1.24K | 0.01% | 186 |
|
|
2024
Q2 | $268K | Hold |
9,593
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $266K | Sell |
9,593
-6,990
| -42% | -$194K | 0.01% | 190 |
|
|
2023
Q4 | $477K | Sell |
16,583
-950
| -5% | -$27.4K | 0.02% | 145 |
|
|
2023
Q3 | $582K | Buy |
17,533
+2,724
| +18% | +$90.4K | 0.03% | 121 |
|
|
2023
Q2 | $543K | Hold |
14,809
| – | – | 0.03% | 128 |
|
|
2023
Q1 | $604K | Buy |
14,809
+950
| +7% | +$38.8K | 0.03% | 113 |
|
|
2022
Q4 | $710K | Hold |
13,859
| – | – | 0.04% | 100 |
|
|
2022
Q3 | $606K | Sell |
13,859
-452
| -3% | -$19.8K | 0.04% | 103 |
|
|
2022
Q2 | $750K | Buy |
14,311
+260
| +2% | +$13.6K | 0.05% | 93 |
|
|
2022
Q1 | $727K | Hold |
14,051
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $830K | Buy |
14,051
+1,659
| +13% | +$98K | 0.05% | 106 |
|
|
2021
Q3 | $533K | Sell |
12,392
-2,150
| -15% | -$92.5K | 0.03% | 132 |
|
|
2021
Q2 | $569K | Buy |
14,542
+1,340
| +10% | +$52.5K | 0.04% | 131 |
|
|
2021
Q1 | $478K | Sell |
13,202
-28
| -0.2% | -$1.01K | 0.03% | 142 |
|
|
2020
Q4 | $487K | Buy |
13,230
+385
| +3% | +$14.2K | 0.03% | 132 |
|
|
2020
Q3 | $447K | Buy |
12,845
+1,945
| +18% | +$67.7K | 0.06% | 98 |
|
|
2020
Q2 | $338K | Sell |
10,900
-146,570
| -93% | -$4.55M | 0.05% | 110 |
|
|
2020
Q1 | $4.88M | Buy |
157,470
+143,840
| +1,055% | +$4.45M | 0.87% | 23 |
|
|
2019
Q4 | $507K | Buy |
13,630
+1,424
| +12% | +$52.9K | 0.07% | 98 |
|
|
2019
Q3 | $416K | Sell |
12,206
-68,522
| -85% | -$2.34M | 0.06% | 109 |
|
|
2019
Q2 | $3.32M | Buy |
80,728
+8,855
| +12% | +$364K | 0.51% | 27 |
|
|
2019
Q1 | $2.9M | Sell |
71,873
-15,179
| -17% | -$612K | 0.48% | 29 |
|
|
2018
Q4 | $3.61M | Buy |
87,052
+2,113
| +2% | +$87.5K | 0.7% | 21 |
|
|
2018
Q3 | $3.55M | Buy |
84,939
+7,425
| +10% | +$310K | 0.7% | 19 |
|
|
2018
Q2 | $2.67M | Buy |
77,514
+3,582
| +5% | +$123K | 1% | 18 |
|
|
2018
Q1 | $2.49M | Buy |
73,932
+5,868
| +9% | +$198K | 1.03% | 17 |
|
|
2017
Q4 | $2.34M | Buy |
68,064
+775
| +1% | +$26.6K | 1% | 18 |
|
|
2017
Q3 | $2.28M | Buy |
67,289
+4,901
| +8% | +$166K | 1.15% | 14 |
|
|
2017
Q2 | $1.99M | Buy |
62,388
+1,169
| +2% | +$37.3K | 1.03% | 18 |
|
|
2017
Q1 | $1.99M | Buy |
61,219
+54,151
| +766% | +$1.76M | 1.07% | 17 |
|
|
2016
Q4 | $218K | Sell |
7,068
-3,591
| -34% | -$111K | 0.14% | 80 |
|
|
2016
Q3 | $342K | Sell |
10,659
-6,783
| -39% | -$218K | 0.24% | 59 |
|
|
2016
Q2 | $582K | Buy |
17,442
+2,124
| +14% | +$70.9K | 0.39% | 37 |
|
|
2016
Q1 | $429K | Sell |
15,318
-830
| -5% | -$23.2K | 0.34% | 41 |
|
|
2015
Q4 | $494K | Sell |
16,148
-2,727
| -14% | -$83.4K | 0.42% | 35 |
|
|
2015
Q3 | $563K | Buy |
18,875
+592
| +3% | +$17.7K | 0.48% | 26 |
|
|
2015
Q2 | $580K | Hold |
18,283
| – | – | 0.48% | 38 |
|
|
2015
Q1 | $603K | Sell |
18,283
-962
| -5% | -$31.7K | 0.5% | 36 |
|
|
2014
Q4 | $569K | Buy |
19,245
+10,573
| +122% | +$313K | 0.51% | 38 |
|
|
2014
Q3 | $243K | Buy |
8,672
+1,257
| +17% | +$35.2K | 0.25% | 61 |
|
|
2014
Q2 | $208K | Hold |
7,415
| – | – | 0.22% | 65 |
|
|
2014
Q1 | $225K | Sell |
7,415
-190
| -2% | -$5.77K | 0.26% | 62 |
|
|
2013
Q4 | $221K | Buy |
+7,605
| New | +$221K | 0.28% | 60 |
|