Financial Synergies Wealth Advisors, Inc. Schwab Fundamental Intl Small Transaction History

Financial Synergies Wealth Advisors, Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$33.21 - $35.58 $332 - $355	10 Added 0.45%	2,246 $79.7 Million
Q4 2023 Apr 04, 2024	BUY	$30.23 - $34.87 $785 - $906	26 Added 1.18%	2,236 $69.9 Million
Q2 2023 Apr 04, 2024	SELL	$32.33 - $34.2 $840 - $889	-26 Reduced 1.16%	2,210 $73.3 Million
Q4 2022 Apr 04, 2024	SELL	$28.16 - $32.1 $19,937 - $22,726	-708 Reduced 24.05%	2,236 $69.9 Million
Q3 2022 Apr 04, 2024	SELL	N/A	-165 Reduced 5.31%	2,944 $80 Million

Q2 2022 Apr 04, 2024	BUY	N/A	3,109 New	3,109 $94.6 Million
Q4 2021 Apr 05, 2024	SELL	N/A	-5,778 Closed	0 $0
Q2 2021 Apr 05, 2024	SELL	N/A	-919 Reduced 13.72%	5,778 $227 Million
Q1 2021 Apr 05, 2024	SELL	N/A	-759 Reduced 10.18%	6,697 $251 Million
Q4 2020 Apr 05, 2024	SELL	N/A	-18,773 Reduced 71.57%	7,456 $259 Million
Q3 2020 Apr 05, 2024	SELL	N/A	-30,267 Reduced 53.57%	26,229 $784 Million
Q2 2020 Apr 05, 2024	SELL	N/A	-5,553 Reduced 8.95%	56,496 $1.56 Billion
Q1 2020 Apr 05, 2024	BUY	N/A	6,945 Added 12.6%	62,049 $1.46 Billion
Q4 2019 Apr 05, 2024	BUY	N/A	5,914 Added 12.02%	55,104 $1.83 Billion
Q3 2019 Apr 05, 2024	BUY	N/A	3,482 Added 7.62%	49,190 $1.51 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	6,998 Added 18.08%	45,708 $1.43 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	36,474 Added 1631.22%	38,710 $1.2 Billion

219

64.6M

1.6K

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