Fairfield Financial Advisors, LTD T. ROWE PRICE CAPITAL APPRECIATION I Transaction History

Fairfield Financial Advisors, LTD

  • $265 Billion
  • Q1 2025
Number of Shares
477,170
Previous 487,148 2.05%
Holding current value
$16.5 Billion
Previous $16.9 Billion 2.05%
% of portfolio
6.22%
Previous 5.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-9,978 Reduced 2.05%
477,170 $16.5 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
36,440 Added 8.09%
487,148 $16.9 Billion
Q3 2024

Oct 28, 2024
SELL
N/A
-296 Reduced 0.07%
450,708 $17.3 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
451,004 New
451,004 $16.4 Billion
Q4 2023

Nov 04, 2024
BUY
N/A
9,497 Added 2.11%
460,205 $15.6 Billion
Track This Portfolio

Track Fairfield Financial Advisors, LTD Portfolio

Follow Fairfield Financial Advisors, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairfield Financial Advisors, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Fairfield Financial Advisors, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email