Fairfield Financial Advisors, LTD SCHWAB VALUE ADVANTAGE MONEY ULTRA Transaction History

Fairfield Financial Advisors, LTD

  • $265 Billion
  • Q1 2025
Number of Shares
1,927,896
Previous 2,004,120 3.8%
Holding current value
$1.93 Billion
Previous $2 Billion 3.8%
% of portfolio
0.73%
Previous 0.71%

Shares

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

May 09, 2025
SELL
N/A
-76,224 Reduced 3.8%
1,927,896 $1.93 Billion
Q4 2024

Feb 07, 2025
SELL
N/A
-611,212 Reduced 23.37%
2,004,120 $2 Billion
Q3 2024

Oct 28, 2024
SELL
N/A
-235,281 Reduced 8.25%
2,615,332 $2.62 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
2,850,613 New
2,850,613 $2.85 Billion
Q4 2023

Nov 04, 2024
BUY
N/A
610,323 Added 31.41%
2,553,489 $2.55 Billion
Q3 2023

Nov 04, 2024
SELL
N/A
-74,690 Reduced 3.7%
1,943,166 $1.94 Billion
Q2 2023

Nov 04, 2024
SELL
N/A
-597,476 Reduced 22.85%
2,017,856 $2.02 Billion
Q1 2023

Nov 04, 2024
SELL
N/A
-1,610,002 Reduced 61.56%
1,005,330 $1.01 Billion
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