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 |
|