Pfizer shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Pfizer
Tip: Access up to 7 years of quarterly data
All positions including Pfizer held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pfizer by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $271k | 9.4k | 28.94 |
| 2024-06-30 | $257k | 9.2k | 27.98 |
| 2024-03-31 | $202k | 7.3k | 27.75 |
| 2023-12-31 | $217k | 7.5k | 28.79 |
| 2023-09-30 | $257k | 7.7k | 33.17 |
| 2023-06-30 | $288k | 7.8k | 36.68 |
| 2023-03-31 | $345k | 8.5k | 40.80 |
| 2022-12-31 | $402k | 7.8k | 51.24 |
| 2022-09-30 | $816k | 19k | 43.72 |
| 2022-06-30 | $937k | 18k | 52.39 |
| 2022-03-31 | $1.2M | 23k | 51.76 |
| 2021-12-31 | $1.3M | 21k | 59.04 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services