Meridian Financial Partners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Buy
32,442
+1,916
+6% +$46.4K 0.37% 57
2025
Q1
$774K Buy
30,526
+2,743
+10% +$69.6K 0.39% 55
2024
Q4
$737K Sell
27,783
-4,785
-15% -$127K 0.39% 55
2024
Q3
$943K Sell
32,568
-255
-0.8% -$7.38K 0.48% 49
2024
Q2
$975K Buy
+32,823
New +$975K 0.58% 45
2023
Q3
Sell
-29,374
Closed -$1.08M 78
2023
Q2
$1.08M Buy
+29,374
New +$1.08M 0.65% 40
2022
Q3
Sell
-10,396
Closed -$540K 74
2022
Q2
$540K Buy
+10,396
New +$540K 0.37% 55
2022
Q1
Sell
-10,541
Closed -$564K 72
2021
Q4
$564K Sell
10,541
-225
-2% -$12K 0.38% 52
2021
Q3
$446K Buy
10,766
+225
+2% +$9.32K 0.3% 56
2021
Q2
$433K Sell
10,541
-126
-1% -$5.18K 0.3% 55
2021
Q1
$416K Buy
10,667
+132
+1% +$5.15K 0.31% 52
2020
Q4
$385K Sell
10,535
-622
-6% -$22.7K 0.3% 52
2020
Q3
$401K Buy
11,157
+257
+2% +$9.24K 0.34% 51
2020
Q2
$364K Buy
+10,900
New +$364K 0.33% 50