Fairfield Financial Advisors, LTD HARBOR CAPITAL APPRECIAT Transaction History

Fairfield Financial Advisors, LTD

  • $297 Billion
  • Q3 2025
Number of Shares
15,191
Previous 11,681 30.05%
Holding current value
$1.95 Billion
Previous $1.43 Billion 36.7%
% of portfolio
0.66%
Previous 0.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
3,510 Added 30.05%
15,191 $1.95 Billion
Q2 2025

Aug 01, 2025
BUY
N/A
317 Added 2.79%
11,681 $1.43 Billion
Q1 2025

May 09, 2025
BUY
N/A
3,762 Added 49.49%
11,364 $1.16 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
2,422 Added 46.76%
7,602 $864 Million
Q3 2024

Oct 28, 2024
BUY
N/A
354 Added 7.34%
5,180 $614 Million
Q2 2024

Aug 09, 2024
BUY
N/A
4,826 New
4,826 $564 Million
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