Dumont & Blake Investment Advisors LLC Fidelity 500 Index Transaction History

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025
Number of Shares
2,363
Previous 2,349 0.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
14 Added 0.6%
2,363 $0
Q1 2025

Apr 08, 2025
BUY
N/A
14 Added 0.6%
2,349 $0
Q4 2024

Jan 23, 2025
BUY
N/A
41 Added 1.79%
2,335 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-2,275 Reduced 49.79%
2,294 $0
Q2 2024

Jul 23, 2024
BUY
N/A
2,311 Added 102.35%
4,569 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-28 Reduced 1.22%
2,258 $0
Q4 2023

Jan 23, 2024
BUY
N/A
19 Added 0.84%
2,286 $378,000
Q3 2023

Oct 27, 2023
BUY
N/A
14 Added 0.62%
2,267 $339,000
Q2 2023

Aug 03, 2023
BUY
N/A
12 Added 0.54%
2,253 $349,000
Q1 2023

Apr 14, 2023
BUY
N/A
27 Added 1.22%
2,241 $321,000
Q4 2022

Jan 26, 2023
BUY
N/A
26 Added 1.19%
2,214 $295,000
Q3 2022

Oct 24, 2022
BUY
N/A
21 Added 0.97%
2,188 $273,000
Q2 2022

Aug 03, 2022
BUY
N/A
48 Added 2.27%
2,167 $286,000
Q1 2022

Apr 27, 2022
BUY
N/A
22 Added 1.05%
2,119 $334,000
Q4 2021

Jan 31, 2022
BUY
N/A
34 Added 1.65%
2,097 $347,000
Q3 2021

Nov 02, 2021
BUY
N/A
64 Added 3.2%
2,063 $309,000
Q2 2021

Jul 22, 2021
BUY
N/A
31 Added 1.58%
1,999 $299,000
Q1 2021

May 03, 2021
BUY
N/A
30 Added 1.55%
1,968 $272,000
Q4 2020

Jan 29, 2021
BUY
N/A
17 Added 0.88%
1,938 $252,000
Q3 2020

Oct 30, 2020
BUY
N/A
8 Added 0.42%
1,921 $225,000
Q2 2020

Jul 31, 2020
BUY
N/A
1,913 New
1,913 $206,000
Q1 2020

May 05, 2020
SELL
N/A
-2,154 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
N/A
-329 Reduced 13.25%
2,154 $241,000
Q3 2019

Nov 12, 2019
SELL
N/A
-726 Reduced 22.62%
2,483 $258,000
Q2 2019

Aug 01, 2019
BUY
N/A
495 Added 18.24%
3,209 $329,000
Q1 2019

Apr 04, 2019
BUY
N/A
17 Added 0.63%
2,714 $269,000
Q4 2018

Feb 07, 2019
BUY
N/A
2,697 New
2,697 $235,000
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