Holistic Financial Partners's ownership history for PFE

Holistic Financial Partners currently holds 11.5K shares with a market value of $286.5K. It started holding PFE on 2024-09-30. At its peak, it held 11.8K shares on 2025-09-30. Its highest holding value was $299.5K on 2025-09-30. At its lowest, it held 9.1K shares on 2024-12-31, with a value of $230.7K on 2025-03-31. In the recent 180 days, Holistic Financial Partners has increased its shares by 605. In the recent year, Holistic Financial Partners has increased its shares by 2.4K.