Meridian Wealth Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$934K Sell
38,543
-282
-0.7% -$6.84K 0.15% 86
2025
Q1
$984K Sell
38,825
-691
-2% -$17.5K 0.17% 78
2024
Q4
$1.05M Sell
39,516
-959
-2% -$25.4K 0.17% 78
2024
Q3
$1.17M Buy
40,475
+1,039
+3% +$30.1K 0.2% 74
2024
Q2
$1.1M Buy
39,436
+23,958
+155% +$670K 0.2% 76
2024
Q1
$430K Sell
15,478
-2,711
-15% -$75.2K 0.08% 120
2023
Q4
$524K Sell
18,189
-2,377
-12% -$68.4K 0.11% 107
2023
Q3
$682K Sell
20,566
-2,097
-9% -$69.6K 0.17% 90
2023
Q2
$831K Sell
22,663
-4,614
-17% -$169K 0.2% 84
2023
Q1
$1.11M Sell
27,277
-24
-0.1% -$979 0.28% 72
2022
Q4
$1.4M Sell
27,301
-641
-2% -$32.8K 0.36% 65
2022
Q3
$1.22M Buy
27,942
+2,227
+9% +$97.5K 0.34% 65
2022
Q2
$1.35M Buy
25,715
+3,348
+15% +$176K 0.36% 65
2022
Q1
$1.16M Buy
22,367
+4,273
+24% +$221K 0.27% 76
2021
Q4
$1.07M Sell
18,094
-137
-0.8% -$8.09K 0.26% 83
2021
Q3
$784K Buy
18,231
+489
+3% +$21K 0.22% 90
2021
Q2
$695K Buy
17,742
+4,525
+34% +$177K 0.2% 97
2021
Q1
$479K Sell
13,217
-224
-2% -$8.12K 0.16% 112
2020
Q4
$495K Sell
13,441
-989
-7% -$36.4K 0.18% 102
2020
Q3
$502K Sell
14,430
-815
-5% -$28.4K 0.22% 97
2020
Q2
$473K Sell
15,245
-13,231
-46% -$411K 0.22% 93
2020
Q1
$882K Buy
28,476
+375
+1% +$11.6K 0.49% 43
2019
Q4
$1.05M Sell
28,101
-421
-1% -$15.7K 0.41% 45
2019
Q3
$972K Buy
28,522
+282
+1% +$9.61K 0.42% 47
2019
Q2
$1.18M Sell
28,240
-430
-1% -$18K 0.82% 23
2019
Q1
$1.16M Buy
28,670
+567
+2% +$22.8K 0.84% 23
2018
Q4
$1.16M Buy
+28,103
New +$1.16M 0.89% 20