Pfizer shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Pfizer
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Quarterly reported holdings in Pfizer by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $276k | 9.6k | 28.94 |
| 2024-06-30 | $268k | 9.6k | 27.98 |
| 2024-03-31 | $266k | 9.6k | 27.75 |
| 2023-12-31 | $489k | 17k | 28.79 |
| 2023-09-30 | $582k | 18k | 33.17 |
| 2023-06-30 | $543k | 15k | 36.68 |
| 2023-03-31 | $604k | 15k | 40.80 |
| 2022-12-31 | $710k | 14k | 51.24 |
| 2022-09-30 | $606k | 14k | 43.73 |
| 2022-06-30 | $750k | 14k | 52.41 |
| 2022-03-31 | $727k | 14k | 51.74 |
| 2021-12-31 | $830k | 14k | 59.05 |
| 2021-09-30 | $533k | 12k | 43.01 |
| 2021-06-30 | $487k | 13k | 36.81 |
| 2021-03-31 | $478k | 13k | 36.23 |
| 2020-12-31 | $487k | 13k | 36.81 |
| 2020-09-30 | $447k | 12k | 36.70 |
| 2020-06-30 | $338k | 10k | 32.70 |
| 2020-03-31 | $4.9M | 149k | 32.64 |
| 2019-12-31 | $507k | 13k | 39.18 |
| 2019-09-30 | $416k | 12k | 35.92 |
| 2019-06-30 | $3.3M | 77k | 43.32 |
| 2019-03-31 | $2.9M | 68k | 42.47 |
| 2018-12-31 | $3.6M | 83k | 43.65 |
| 2018-09-30 | $3.6M | 81k | 44.06 |
| 2018-06-30 | $2.7M | 74k | 36.24 |
| 2018-03-31 | $2.5M | 70k | 35.51 |
| 2017-12-31 | $2.3M | 65k | 36.20 |
| 2017-09-30 | $2.3M | 64k | 35.73 |
| 2017-06-30 | $2.0M | 59k | 33.60 |
| 2017-03-31 | $2.0M | 58k | 34.18 |
| 2016-12-31 | $218k | 6.7k | 32.51 |
| 2016-09-30 | $342k | 10k | 33.82 |
| 2016-06-30 | $582k | 17k | 35.17 |
| 2016-03-31 | $429k | 15k | 29.52 |
| 2015-12-31 | $494k | 15k | 32.24 |
| 2015-09-30 | $563k | 18k | 31.44 |
| 2015-06-30 | $580k | 17k | 33.44 |
| 2015-03-31 | $603k | 17k | 34.76 |
| 2014-12-31 | $569k | 18k | 31.16 |
| 2014-09-30 | $243k | 8.2k | 29.53 |
| 2014-06-30 | $208k | 7.0k | 29.57 |
| 2014-03-31 | $225k | 7.0k | 31.98 |
| 2013-12-31 | $221k | 7.2k | 30.63 |