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 |
|