Heck Capital Advisors’s Pfizer PFE Stock Holding History

Heck Capital Advisors’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-380	Closed	-$12.6K	–	201
2023 Q3	$12.6K	Buy	+380	New	+$13.4K	﹤0.01%	172
2020 Q2	–	Sell	-411	Closed	-$12.7K	–	116
2020 Q1	$12.7K	Sell	411 -4,857	-92%	-$165K	﹤0.01%	97
2019 Q4	$196K	Buy	5,268 +193	+4%	+$6.88K	0.05%	90
2019 Q3	$173K	Buy	5,075 +188	+4%	+$6.84K	0.05%	86
2019 Q2	$201K	Buy	4,887 +179	+4%	+$7.11K	0.05%	78
2019 Q1	$190K	Buy	4,708 +167	+4%	+$6.69K	0.06%	76
2018 Q4	$188K	Sell	4,541 -91	-2%	-$3.78K	0.07%	75
2018 Q3	$194K	Sell	4,632 -279	-6%	-$10.7K	0.06%	75
2018 Q2	$169K	Buy	4,911 +26	+0.5%	+$889	0.06%	74
2018 Q1	$164K	Buy	4,885 +8	+0.2%	+$275	0.07%	64
2017 Q4	$168K	Buy	4,877 +26	+0.5%	+$887	0.08%	64
2017 Q3	$164K	Buy	4,851 +181	+4%	+$5.82K	0.09%	60
2017 Q2	$149K	Sell	4,670 -359	-7%	-$11.3K	0.09%	52
2017 Q1	$163K	Sell	5,029 -232	-4%	-$7.32K	0.1%	44
2016 Q4	$162K	Buy	+5,261	New	+$161K	0.12%	42

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return