Cascade Financial Partners, LLC's ownership history for PFE

Cascade Financial Partners, LLC currently holds 26.8K shares with a market value of $682.1K. It started holding PFE on 2024-09-30. At its peak, it held 26.8K shares on 2025-03-31. Its highest holding value was $746.9K on 2024-09-30. At its lowest, it held 25.9K shares on 2024-09-30, with a value of $646.4K on 2025-06-30. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 49. In the recent year, Cascade Financial Partners, LLC has increased its shares by 870.