Heritage 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 | $121K | Hold |
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|
2025
Q2 | $115K | Sell |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $543K | Hold |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $710K | Hold |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $727K | Hold |
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|
2021
Q4 | $830K | Buy |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $487K | Buy |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $338K | Sell |
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|
2020
Q1 | $4.88M | Buy |
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|
2019
Q4 | $507K | Buy |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $3.32M | Buy |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $3.6M | Buy |
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|
2018
Q3 | $3.55M | Buy |
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|
2018
Q2 | $2.67M | Buy |
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|
2018
Q1 | $2.49M | Buy |
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|
2017
Q4 | $2.34M | Buy |
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|
2017
Q3 | $2.28M | Buy |
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|
2017
Q2 | $1.99M | Buy |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $582K | Buy |
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|
2016
Q1 | $429K | Sell |
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|
2015
Q4 | $494K | Sell |
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|
2015
Q3 | $563K | Buy |
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|
2015
Q2 | $580K | Hold |
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|
2015
Q1 | $603K | Sell |
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|
2014
Q4 | $569K | Buy |
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|
2014
Q3 | $243K | Buy |
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|
2014
Q2 | $208K | Hold |
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|
2014
Q1 | $225K | Sell |
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|
2013
Q4 | $221K | Buy |
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