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Pfizer shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Pfizer

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All positions including Pfizer held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $716k 28k 25.48
2025-06-30 $686k 28k 24.24
2025-03-31 $852k 34k 25.34
2024-12-31 $890k 34k 26.53
2024-09-30 $1.4M 47k 28.94
2024-06-30 $1.4M 48k 28.05