A detailed history of Heartwood Wealth Advisors LLC transactions in Pfizer Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 13,231 shares of PFE stock, worth $352,209. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,231
Previous 14,476 8.6%
Holding current value
$352,209
Previous $405,000 5.68%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$27.7 - $31.39 $34,486 - $39,080
-1,245 Reduced 8.6%
13,231 $382,000
Q2 2024

Jul 09, 2024

BUY
$25.26 - $29.6 $30,312 - $35,520
1,200 Added 9.04%
14,476 $405,000
Q1 2024

Apr 02, 2024

BUY
$25.89 - $29.73 $310 - $356
12 Added 0.09%
13,276 $368,000
Q4 2023

Jan 17, 2024

SELL
$26.13 - $33.94 $209 - $271
-8 Reduced 0.06%
13,264 $381,000
Q3 2023

Oct 17, 2023

BUY
$32.09 - $37.51 $180,698 - $211,218
5,631 Added 73.69%
13,272 $440,000
Q4 2022

Jan 12, 2023

SELL
$41.75 - $54.5 $4,759 - $6,213
-114 Reduced 1.47%
7,641 $0
Q3 2022

Oct 25, 2022

SELL
$43.76 - $53.42 $1,006 - $1,228
-23 Reduced 0.3%
7,755 $339,000
Q2 2022

Jul 25, 2022

SELL
$46.53 - $55.17 $5,537 - $6,565
-119 Reduced 1.51%
7,778 $408,000
Q1 2022

Apr 26, 2022

BUY
$45.75 - $56.69 $117,257 - $145,296
2,563 Added 48.05%
7,897 $409,000
Q4 2021

Jan 12, 2022

BUY
$41.32 - $61.25 $537 - $796
13 Added 0.24%
5,334 $315,000
Q3 2021

Oct 12, 2021

BUY
$39.25 - $50.42 $2,512 - $3,226
64 Added 1.22%
5,321 $229,000
Q2 2021

Jul 21, 2021

BUY
$35.91 - $40.68 $188,778 - $213,854
5,257 New
5,257 $206,000
Q1 2020

May 04, 2020

SELL
$27.03 - $38.62 $168,369 - $240,563
-6,229 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$32.92 - $37.36 $205,058 - $232,715
6,229 New
6,229 $244,000

Others Institutions Holding PFE

About PFIZER INC


  • Ticker PFE
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 5,612,349,952
  • Market Cap $149B
  • Description
  • Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic and women's health under the Premarin family and Eliquis brands; biologics, small molecules, immunotherapies, and biosimilars under ...
More about PFE
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