Heritage Wealth Management (Ohio)’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$686K	Sell	28,289 -5,325	-16%	-$129K	0.22%	108
2025 Q1	$852K	Buy	33,614 +68	+0.2%	+$1.72K	0.29%	86
2024 Q4	$890K	Sell	33,546 -13,300	-28%	-$353K	0.3%	86
2024 Q3	$1.36M	Sell	46,846 -1,316	-3%	-$38.1K	0.44%	60
2024 Q2	$1.35M	Buy	+48,162	New	+$1.35M	0.45%	60