Lafayette Investments, Inc. Schwab Fundamental U S Large C Transaction History

Lafayette Investments, Inc.

$471 Million
Q3 2024

A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 6,492 shares of FNDX stock, worth $158,729. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,492

Previous 6,290 3.21%

Holding current value

$158,729

Previous $421,000 10.45%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$65.36 - $71.76 $13,202 - $14,495	202 Added 3.21%	6,492 $465,000
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $29,891 - $31,613	468 Added 8.04%	6,290 $421,000
Q1 2024 May 09, 2024	BUY	$60.89 - $67.39 $3,714 - $4,110	61 Added 1.06%	5,822 $392,000
Q4 2023 Jan 31, 2024	BUY	$53.46 - $62.11 $2,084 - $2,422	39 Added 0.68%	5,761 $356,000
Q1 2023 Apr 20, 2023	SELL	$52.49 - $57.54 $6,823 - $7,480	-130 Reduced 2.22%	5,722 $314,000
Q3 2022 Oct 28, 2022	BUY	$47.76 - $56.79 $279,491 - $332,335	5,852 New	5,852 $279,000

Others Institutions Holding FNDX

# of Institutions

628

Shares Held

519M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Lafayette Investments, Inc. Schwab Fundamental U S Large C Transaction History