A detailed history of Heritage Financial Services, LLC transactions in Pfizer Inc stock. As of the latest transaction made, Heritage Financial Services, LLC holds 9,370 shares of PFE stock, worth $242,027. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,370
Previous 9,170 2.18%
Holding current value
$242,027
Previous $256,000 5.86%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2024

BUY
$27.7 - $31.39 $5,540 - $6,278
200 Added 2.18%
9,370 $271,000
Q2 2024

Jul 23, 2024

BUY
$25.26 - $29.6 $47,589 - $55,766
1,884 Added 25.86%
9,170 $256,000
Q1 2024

May 14, 2024

SELL
$25.89 - $29.73 $6,627 - $7,610
-256 Reduced 3.39%
7,286 $202,000
Q4 2023

Feb 02, 2024

SELL
$26.13 - $33.94 $5,069 - $6,584
-194 Reduced 2.51%
7,542 $217,000
Q3 2023

Oct 19, 2023

SELL
$32.09 - $37.51 $3,561 - $4,163
-111 Reduced 1.41%
7,736 $256,000
Q2 2023

Jul 31, 2023

SELL
$36.12 - $41.79 $21,888 - $25,324
-606 Reduced 7.17%
7,847 $287,000
Q1 2023

May 10, 2023

BUY
$39.39 - $51.28 $23,870 - $31,075
606 Added 7.72%
8,453 $344,000
Q4 2022

Jan 27, 2023

SELL
$41.75 - $54.5 $451,609 - $589,526
-10,817 Reduced 57.96%
7,847 $0
Q3 2022

Nov 03, 2022

BUY
$43.76 - $53.42 $34,045 - $41,560
778 Added 4.35%
18,664 $816,000
Q2 2022

Jul 19, 2022

SELL
$46.53 - $55.17 $221,389 - $262,498
-4,758 Reduced 21.01%
17,886 $937,000
Q1 2022

Aug 30, 2022

BUY
$45.75 - $56.69 $61,122 - $75,737
1,336 Added 6.27%
22,644 $1.17 Million
Q4 2021

Aug 26, 2022

BUY
$41.32 - $61.25 $880,446 - $1.31 Million
21,308 New
21,308 $1.26 Million

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 $145B
  • 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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