Cascade Financial Partners’s Pfizer PFE Stock Holding History

Cascade Financial Partners’s Portfolio PFE Stock Details PFE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$682K	Buy
2025 Q2	$646K	Sell
2025 Q1	$680K	Buy
2024 Q4	$696K	Buy
2024 Q3	$747K	Sell
2024 Q2	$887K	Sell
2024 Q1	$1.09M	Buy