Meridian Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,808
| Closed | -$226K | – | 114 |
|
|
2024
Q3 | $226K | Sell |
7,808
-2,929
| -27% | -$84.8K | 0.04% | 96 |
|
|
2024
Q2 | $300K | Buy |
10,737
+1,664
| +18% | +$46.6K | 0.05% | 84 |
|
|
2024
Q1 | $252K | Buy |
9,073
+190
| +2% | +$5.27K | 0.05% | 88 |
|
|
2023
Q4 | $256K | Sell |
8,883
-1,706
| -16% | -$49.1K | 0.05% | 84 |
|
|
2023
Q3 | $351K | Buy |
10,589
+25
| +0.2% | +$829 | 0.07% | 65 |
|
|
2023
Q2 | $387K | Buy |
10,564
+431
| +4% | +$15.8K | 0.08% | 58 |
|
|
2023
Q1 | $413K | Buy |
10,133
+58
| +0.6% | +$2.37K | 0.09% | 52 |
|
|
2022
Q4 | $516K | Buy |
10,075
+1,060
| +12% | +$54.3K | 0.12% | 42 |
|
|
2022
Q3 | $395K | Sell |
9,015
-163
| -2% | -$7.14K | 0.1% | 47 |
|
|
2022
Q2 | $481K | Buy |
9,178
+2,054
| +29% | +$108K | 0.11% | 45 |
|
|
2022
Q1 | $370K | Sell |
7,124
-1,858
| -21% | -$96.5K | 0.08% | 53 |
|
|
2021
Q4 | $531K | Buy |
8,982
+1,965
| +28% | +$116K | 0.11% | 45 |
|
|
2021
Q3 | $302K | Sell |
7,017
-658
| -9% | -$28.3K | 0.07% | 56 |
|
|
2021
Q2 | $300K | Buy |
7,675
+314
| +4% | +$12.3K | 0.07% | 57 |
|
|
2021
Q1 | $267K | Sell |
7,361
-784
| -10% | -$28.4K | 0.08% | 59 |
|
|
2020
Q4 | $300K | Buy |
8,145
+818
| +11% | +$30.1K | 0.12% | 47 |
|
|
2020
Q3 | $256K | Buy |
7,327
+132
| +2% | +$4.61K | 0.13% | 50 |
|
|
2020
Q2 | $223K | Sell |
7,195
-60
| -0.8% | -$1.86K | 0.12% | 51 |
|
|
2020
Q1 | $224K | Buy |
7,255
+179
| +3% | +$5.53K | 0.13% | 50 |
|
|
2019
Q4 | $263K | Buy |
+7,076
| New | +$263K | 0.16% | 47 |
|