A detailed history of Heritage Wealth Advisors transactions in Pfizer Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 9,550 shares of PFE stock, worth $244,957. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,550
Previous 9,593 0.45%
Holding current value
$244,957
Previous $268,000 2.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$27.7 - $31.39 $1,191 - $1,349
-43 Reduced 0.45%
9,550 $276,000
Q1 2024

May 08, 2024

SELL
$25.89 - $29.73 $191,145 - $219,496
-7,383 Reduced 43.49%
9,593 $266,000
Q4 2023

Feb 09, 2024

SELL
$26.13 - $33.94 $14,554 - $18,904
-557 Reduced 3.18%
16,976 $488,000
Q3 2023

Nov 08, 2023

BUY
$32.09 - $37.51 $87,413 - $102,177
2,724 Added 18.39%
17,533 $581,000
Q1 2023

May 04, 2023

BUY
$39.39 - $51.28 $37,420 - $48,716
950 Added 6.85%
14,809 $604,000
Q3 2022

Nov 10, 2022

SELL
$43.76 - $53.42 $19,779 - $24,145
-452 Reduced 3.16%
13,859 $606,000
Q2 2022

Aug 04, 2022

BUY
$46.53 - $55.17 $12,097 - $14,344
260 Added 1.85%
14,311 $750,000
Q4 2021

Feb 02, 2022

BUY
$41.32 - $61.25 $68,549 - $101,613
1,659 Added 13.39%
14,051 $829,000
Q3 2021

Nov 02, 2021

SELL
$39.25 - $50.42 $84,387 - $108,403
-2,150 Reduced 14.78%
12,392 $532,000
Q2 2021

Aug 09, 2021

BUY
$35.91 - $40.68 $47,113 - $53,372
1,312 Added 9.92%
14,542 $569,000
Q2 2021

Jul 27, 2021

BUY
$35.91 - $40.68 $1,005 - $1,139
28 Added 0.21%
13,230 $487,000
Q1 2021

Apr 27, 2021

SELL
$33.49 - $37.77 $937 - $1,057
-28 Reduced 0.21%
13,202 $478,000
Q4 2020

Feb 01, 2021

BUY
$33.47 - $42.56 $34,909 - $44,390
1,043 Added 8.56%
13,230 $487,000
Q3 2020

Nov 03, 2020

BUY
$31.75 - $37.25 $58,578 - $68,726
1,845 Added 17.84%
12,187 $424,000
Q2 2020

Jul 17, 2020

BUY
$30.12 - $36.54 $310,446 - $376,617
10,307 Added 29448.57%
10,342 $320,000
Q2 2020

Jul 17, 2020

SELL
$30.12 - $36.54 $4.5 Million - $5.46 Million
-149,367 Reduced 99.98%
35 $338,000
Q1 2020

May 05, 2020

BUY
$27.03 - $38.62 $3.69 Million - $5.27 Million
136,470 Added 1055.29%
149,402 $4.63 Million
Q4 2019

Feb 04, 2020

BUY
$32.92 - $37.36 $44,474 - $50,473
1,351 Added 11.67%
12,932 $480,000
Q3 2019

Oct 30, 2019

SELL
$32.49 - $42.13 $2.11 Million - $2.74 Million
-65,011 Reduced 84.88%
11,581 $416,000
Q2 2019

Aug 05, 2019

BUY
$36.98 - $41.52 $310,668 - $348,809
8,401 Added 12.32%
76,592 $0
Q1 2019

May 06, 2019

SELL
$37.5 - $41.2 $540,037 - $593,321
-14,401 Reduced 17.44%
68,191 $0
Q4 2018

Jan 28, 2019

BUY
$38.47 - $43.86 $77,132 - $87,939
2,005 Added 2.49%
82,592 $3.61 Million
Q3 2018

Nov 14, 2018

BUY
$34.47 - $41.81 $242,806 - $294,509
7,044 Added 9.58%
80,587 $3.55 Million
Q2 2018

Jul 19, 2018

BUY
$32.98 - $35.16 $112,099 - $119,508
3,399 Added 4.85%
73,543 $2.67 Million
Q1 2018

May 10, 2018

BUY
$31.91 - $37.02 $177,642 - $206,090
5,567 Added 8.62%
70,144 $2.49 Million
Q4 2017

Feb 02, 2018

BUY
$33.26 - $35.29 $24,446 - $25,938
735 Added 1.15%
64,577 $2.34 Million
Q3 2017

Nov 07, 2017

BUY
$31.0 - $34.15 $1.98 Million - $2.18 Million
63,842
63,842 $2.28 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 $144B
  • 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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.