Meridian Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
77,575
-4,981
| -6% | -$121K | 0.08% | 212 |
|
|
2025
Q1 | $2.1M | Sell |
82,556
-3,891
| -5% | -$98.8K | 0.1% | 179 |
|
|
2024
Q4 | $2.3M | Sell |
86,447
-5,073
| -6% | -$135K | 0.11% | 174 |
|
|
2024
Q3 | $2.65M | Buy |
+91,520
| New | +$2.65M | 0.13% | 159 |
|
|
2024
Q1 | – | Sell |
-122,344
| Closed | -$3.52M | – | 408 |
|
|
2023
Q4 | $3.52M | Sell |
122,344
-1,608
| -1% | -$46.3K | 0.23% | 97 |
|
|
2023
Q3 | $4.11M | Buy |
123,952
+58,091
| +88% | +$1.93M | 0.25% | 84 |
|
|
2023
Q2 | $2.42M | Sell |
65,861
-3,700
| -5% | -$136K | 0.2% | 105 |
|
|
2023
Q1 | $2.84M | Sell |
69,561
-9,959
| -13% | -$406K | 0.25% | 94 |
|
|
2022
Q4 | $4.07M | Buy |
79,520
+3,427
| +5% | +$176K | 0.4% | 56 |
|
|
2022
Q3 | $3.33M | Sell |
76,093
-5,152
| -6% | -$225K | 0.36% | 61 |
|
|
2022
Q2 | $4.26M | Buy |
81,245
+9,684
| +14% | +$508K | 0.35% | 69 |
|
|
2022
Q1 | $3.71M | Buy |
71,561
+772
| +1% | +$40K | 0.4% | 51 |
|
|
2021
Q4 | $4.18M | Sell |
70,789
-3,771
| -5% | -$223K | 0.45% | 44 |
|
|
2021
Q3 | $3.21M | Buy |
74,560
+10,436
| +16% | +$449K | 0.4% | 55 |
|
|
2021
Q2 | $2.51M | Buy |
64,124
+6,244
| +11% | +$245K | 0.32% | 66 |
|
|
2021
Q1 | $2.1M | Buy |
57,880
+1,911
| +3% | +$69.2K | 0.31% | 73 |
|
|
2020
Q4 | $2.06M | Buy |
55,969
+23,984
| +75% | +$883K | 0.33% | 66 |
|
|
2020
Q3 | $1.11M | Buy |
31,985
+5,442
| +21% | +$189K | 0.27% | 75 |
|
|
2020
Q2 | $823K | Buy |
26,543
+10,940
| +70% | +$339K | 0.28% | 78 |
|
|
2020
Q1 | $483K | Buy |
15,603
+2,335
| +18% | +$72.3K | 0.21% | 110 |
|
|
2019
Q4 | $493K | Buy |
13,268
+156
| +1% | +$5.8K | 0.24% | 88 |
|
|
2019
Q3 | $447K | Buy |
13,112
+68
| +0.5% | +$2.32K | 0.21% | 96 |
|
|
2019
Q2 | $5.36K | Buy |
13,044
+391
| +3% | +$161 | 0.22% | 77 |
|
|
2019
Q1 | $510K | Sell |
12,653
-1,333
| -10% | -$53.7K | 0.23% | 81 |
|
|
2018
Q4 | $579K | Buy |
13,986
+4,478
| +47% | +$185K | 0.34% | 61 |
|
|
2018
Q3 | $398K | Sell |
9,508
-4,290
| -31% | -$180K | 0.17% | 103 |
|
|
2018
Q2 | $475K | Buy |
13,798
+465
| +3% | +$16K | 0.22% | 95 |
|
|
2018
Q1 | $449K | Buy |
13,333
+1,689
| +15% | +$56.9K | 0.22% | 90 |
|
|
2017
Q4 | $400K | Buy |
11,644
+200
| +2% | +$6.87K | 0.25% | 99 |
|
|
2017
Q3 | $391K | Sell |
11,444
-1,168
| -9% | -$39.9K | 0.25% | 96 |
|
|
2017
Q2 | $402K | Buy |
12,612
+60
| +0.5% | +$1.91K | 0.25% | 92 |
|
|
2017
Q1 | $407K | Buy |
12,552
+3,736
| +42% | +$121K | 0.24% | 96 |
|
|
2016
Q4 | $269K | Buy |
+8,816
| New | +$269K | 0.21% | 99 |
|