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
2025 Q1	–	Sell	-1,849	Closed	-$49.1K	–	629
2024 Q4	$49.1K	Buy	+1,849	New	+$50.2K	﹤0.01%	367
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's PFE Position: Q1 2025 in Review

Heck Capital Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 1,849 shares — an estimated $49.1K sold.

Heck Capital Advisors first reported a position in PFE in Q4 2016 and held it in 16 quarters. The position peaked at $201K in Q2 2019. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Heck Capital Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,849 Pfizer shares in Q1 2025, an estimated $49.1K.
Heck Capital Advisors first reported a position in Pfizer in Q4 2016 and held it in 16 quarters.
Heck Capital Advisors's Pfizer position peaked at $201K in Q2 2019.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.