Pfizer shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 14k | 25.48 |
| 2025-06-30 | $337k | 14k | 24.24 |
| 2025-03-31 | $353k | 14k | 25.34 |
| 2024-12-31 | $351k | 13k | 26.53 |
| 2024-09-30 | $383k | 13k | 28.94 |
| 2024-06-30 | $405k | 15k | 27.98 |
| 2024-03-31 | $368k | 13k | 27.75 |
| 2023-12-31 | $382k | 13k | 28.79 |
| 2023-09-30 | $440k | 13k | 33.17 |
| 2023-06-30 | $280k | 7.6k | 36.68 |
| 2023-03-31 | $312k | 7.6k | 40.80 |
| 2022-12-31 | $392k | 7.6k | 51.24 |
| 2022-09-30 | $339k | 7.8k | 43.71 |
| 2022-06-30 | $408k | 7.8k | 52.46 |
| 2022-03-31 | $409k | 7.9k | 51.79 |
| 2021-12-31 | $315k | 5.3k | 59.06 |
| 2021-09-30 | $229k | 5.3k | 43.04 |
| 2021-06-30 | $206k | 5.3k | 39.19 |
| 2019-12-31 | $244k | 6.2k | 39.17 |