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Meridian Wealth Partners’s Pfizer PFE Stock Holding History

Meridian Wealth Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,808
Closed -$226K – 114
2024
Q3 		$226K Sell
7,808
-2,929
-27% -$85.4K 0.04% 96
2024
Q2 		$300K Buy
10,737
+1,664
+18% +$45.8K 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% -$51.6K 0.05% 84
2023
Q3 		$351K Buy
10,589
+25
+0.2% +$884 0.07% 65
2023
Q2 		$387K Buy
10,564
+431
+4% +$16.8K 0.08% 58
2023
Q1 		$413K Buy
10,133
+58
+0.6% +$2.5K 0.09% 52
2022
Q4 		$516K Buy
10,075
+1,060
+12% +$50.8K 0.12% 42
2022
Q3 		$395K Sell
9,015
-163
-2% -$7.92K 0.1% 47
2022
Q2 		$481K Buy
9,178
+2,054
+29% +$105K 0.11% 45
2022
Q1 		$370K Sell
7,124
-1,858
-21% -$96.4K 0.08% 53
2021
Q4 		$531K Buy
8,982
+1,965
+28% +$97.4K 0.11% 45
2021
Q3 		$302K Sell
7,017
-658
-9% -$29.1K 0.07% 56
2021
Q2 		$300K Buy
7,675
+314
+4% +$12.2K 0.07% 57
2021
Q1 		$267K Sell
7,361
-784
-10% -$27.8K 0.08% 59
2020
Q4 		$300K Buy
8,145
+818
+11% +$30K 0.12% 47
2020
Q3 		$256K Buy
7,327
+132
+2% +$4.63K 0.13% 50
2020
Q2 		$223K Sell
7,195
-60
-0.8% -$2.04K 0.12% 51
2020
Q1 		$224K Buy
7,255
+179
+3% +$6.1K 0.13% 50
2019
Q4 		$263K Buy
+7,076
New +$252K 0.16% 47

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's PFE Position: Q4 2024 in Review

Meridian Wealth Partners sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,808 shares — an estimated $226K sold.

Meridian Wealth Partners first reported a position in PFE in Q4 2019 and held it in 20 quarters. The position peaked at $531K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Meridian Wealth Partners reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Partners sold 7,808 Pfizer shares in Q4 2024, an estimated $226K.
  • Meridian Wealth Partners first reported a position in Pfizer in Q4 2019 and held it in 20 quarters.
  • Meridian Wealth Partners's Pfizer position peaked at $531K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Meridian Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.