Appleton Partners Inc Schwab Fundamental U S Large C Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Appleton Partners Inc holds 33,262 shares of FNDX stock, worth $786,978. This represents 0.06% of its overall portfolio holdings.

Number of Shares
33,262
Previous 40,755 18.39%
Holding current value
$786,978
Previous $965,000 18.65%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Apr 22, 2025
SELL
$23.03 - $25.01 $172,563 - $187,399
-7,493 Reduced 18.39%
33,262 $785,000
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $760,324 - $2.32 Million
32,368 Added 385.93%
40,755 $965,000
Q3 2024

Oct 01, 2024
SELL
$65.36 - $71.76 $4,902 - $5,382
-75 Reduced 0.89%
8,387 $602,000
Q2 2024

Jul 02, 2024
SELL
$63.87 - $67.55 $445,365 - $471,026
-6,973 Reduced 45.18%
8,462 $567,000
Q1 2024

Apr 01, 2024
BUY
$60.89 - $67.39 $356,389 - $394,433
5,853 Added 61.08%
15,435 $1.04 Million
Q4 2023

Jan 02, 2024
SELL
$53.46 - $62.11 $5,346 - $6,211
-100 Reduced 1.03%
9,582 $594,000
Q3 2023

Oct 03, 2023
SELL
$55.81 - $59.78 $99,620 - $106,707
-1,785 Reduced 15.57%
9,682 $542,000
Q2 2023

Jul 10, 2023
SELL
$53.84 - $57.58 $45,279 - $48,424
-841 Reduced 6.83%
11,467 $660,000
Q1 2023

Apr 10, 2023
BUY
$52.49 - $57.54 $70,913 - $77,736
1,351 Added 12.33%
12,308 $676,000
Q4 2022

Jan 19, 2023
BUY
$48.43 - $56.6 $6,295 - $7,358
130 Added 1.2%
10,957 $586,000
Q3 2022

Oct 27, 2022
BUY
$47.76 - $56.79 $16,047 - $19,081
336 Added 3.2%
10,827 $517,000
Q2 2022

Jul 08, 2022
BUY
$49.93 - $59.29 $5,741 - $6,818
115 Added 1.11%
10,491 $534,000
Q1 2022

Apr 05, 2022
BUY
$55.41 - $59.9 $9,862 - $10,662
178 Added 1.75%
10,376 $607,000
Q4 2021

Feb 03, 2022
SELL
$54.44 - $58.74 $70,390 - $75,950
-1,293 Reduced 11.25%
10,198 $598,000
Q3 2021

Oct 14, 2021
BUY
$52.82 - $56.3 $48,700 - $51,908
922 Added 8.72%
11,491 $620,000
Q2 2021

Jul 07, 2021
BUY
$52.09 - $56.08 $9,636 - $10,374
185 Added 1.78%
10,569 $578,000
Q1 2021

Apr 19, 2021
BUY
$44.75 - $52.45 $464,684 - $544,640
10,384 New
10,384 $537,000

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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