Appleton Partners Inc Schwab Fundamental U S Large C Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

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 8,462 shares of FNDX stock, worth $582,608. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,462
Previous 15,435 45.18%
Holding current value
$582,608
Previous $1.04 Million 45.48%
% of portfolio
0.04%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.4 - $56.6 $6,812 - $7,358
130 Added 1.2%
10,957 $586,000
Q3 2022

Oct 27, 2022
BUY
N/A
336 Added 3.2%
10,827 $517,000
Q2 2022

Jul 08, 2022
BUY
N/A
115 Added 1.11%
10,491 $534,000
Q1 2022

Apr 05, 2022
BUY
N/A
178 Added 1.75%
10,376 $607,000
Q4 2021

Feb 03, 2022
SELL
N/A
-1,293 Reduced 11.25%
10,198 $598,000
Q3 2021

Oct 14, 2021
BUY
N/A
922 Added 8.72%
11,491 $620,000
Q2 2021

Jul 07, 2021
BUY
N/A
185 Added 1.78%
10,569 $578,000
Q1 2021

Apr 19, 2021
BUY
N/A
10,384 New
10,384 $537,000

Others Institutions Holding FNDX

# of Institutions
534
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
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