Dumont & Blake Investment Advisors LLC Schwab S&P 500 Index Fund Transaction History

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025
Number of Shares
96,985
Previous 97,917 0.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
SELL
N/A
-932 Reduced 0.95%
96,985 $0
Q1 2025

Apr 08, 2025
BUY
N/A
113 Added 0.12%
97,917 $0
Q4 2024

Jan 23, 2025
BUY
N/A
871 Added 0.9%
97,804 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-96,871 Reduced 49.98%
96,933 $0
Q2 2024

Jul 23, 2024
BUY
N/A
96,984 Added 100.17%
193,804 $0
Q1 2024

Apr 17, 2024
SELL
N/A
-1,352 Reduced 1.38%
96,820 $0
Q4 2023

Jan 23, 2024
BUY
N/A
410 Added 0.42%
98,172 $7.18 Million
Q3 2023

Oct 27, 2023
SELL
N/A
-727 Reduced 0.74%
97,762 $6.49 Million
Q2 2023

Aug 03, 2023
SELL
N/A
-2 Reduced -0.0%
98,489 $6.76 Million
Q1 2023

Apr 14, 2023
SELL
N/A
-560 Reduced 0.57%
98,491 $6.22 Million
Q4 2022

Jan 26, 2023
BUY
N/A
405 Added 0.41%
99,051 $5.82 Million
Q3 2022

Oct 24, 2022
BUY
N/A
66 Added 0.07%
98,646 $5.48 Million
Q2 2022

Aug 03, 2022
BUY
N/A
497 Added 0.51%
98,580 $5.76 Million
Q1 2022

Apr 27, 2022
BUY
N/A
107 Added 0.11%
98,083 $6.83 Million
Q4 2021

Jan 31, 2022
BUY
N/A
1,077 Added 1.11%
97,976 $7.15 Million
Q3 2021

Nov 02, 2021
BUY
N/A
137 Added 0.14%
96,899 $6.45 Million
Q2 2021

Jul 22, 2021
BUY
N/A
186 Added 0.19%
96,762 $6.4 Million
Q1 2021

May 03, 2021
BUY
N/A
270 Added 0.28%
96,576 $5.89 Million
Q4 2020

Jan 29, 2021
BUY
N/A
230 Added 0.24%
96,306 $5.53 Million
Q3 2020

Oct 30, 2020
BUY
N/A
306 Added 0.32%
96,076 $5.01 Million
Q2 2020

Jul 31, 2020
BUY
N/A
628 Added 0.66%
95,770 $4.59 Million
Q1 2020

May 05, 2020
SELL
N/A
-5,419 Reduced 5.39%
95,142 $3.78 Million
Q4 2019

Feb 05, 2020
BUY
N/A
1,880 Added 1.91%
100,561 $4.97 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-920 Reduced 0.92%
98,681 $4.56 Million
Q2 2019

Aug 01, 2019
BUY
N/A
608 Added 0.61%
99,601 $4.52 Million
Q1 2019

Apr 04, 2019
BUY
N/A
2,048 Added 2.11%
98,993 $4.31 Million
Q4 2018

Feb 07, 2019
BUY
N/A
2,897 Added 3.08%
96,945 $3.71 Million
Q3 2018

Oct 19, 2018
BUY
N/A
411 Added 0.44%
94,048 $4.28 Million
Q2 2018

Jul 25, 2018
BUY
N/A
137 Added 0.15%
93,637 $3.96 Million
Q1 2018

Apr 26, 2018
BUY
N/A
651 Added 0.7%
93,500 $3.82 Million
Q4 2017

Feb 15, 2018
BUY
N/A
1,712 Added 1.88%
92,849 $3.82 Million
Q3 2017

Oct 31, 2017
BUY
N/A
91,137
91,137 $3.58 Million
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