Heritage Wealth Advisors Pfizer Inc Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Pfizer Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 9,593 shares of PFE stock, worth $269,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,593

Previous 16,976 43.49%

Holding current value

$269,083

Previous $488,000 45.49%

% of portfolio

0.01%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,159

Shares Held

3.68B

Call Options Held

67.4M

Put Options Held

113M

View Full List

About PFIZER INC

Ticker PFE
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 5,612,349,952
Market Cap $157B
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 ...

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Heritage Wealth Advisors Pfizer Inc Transaction History