Patriot Investment Management Inc. Schwab Fundamental U S Small C Transaction History

Patriot Investment Management Inc.

  • $1.33 Billion
  • Q4 2024

A detailed history of Patriot Investment Management Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Patriot Investment Management Inc. holds 9,694 shares of FNDA stock, worth $290,141. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,694
Previous 4,847 100.0%
Holding current value
$290,141
Previous $288,000 0.35%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$29.26 - $59.11 $141,823 - $286,506
4,847 Added 100.0%
9,694 $287,000
Q3 2024

Oct 11, 2024
BUY
$54.26 - $60.01 $3,635 - $4,020
67 Added 1.4%
4,847 $288,000
Q1 2024

Apr 16, 2024
SELL
$52.35 - $57.03 $1,518 - $1,653
-29 Reduced 0.6%
4,780 $272,000
Q4 2023

Jan 17, 2024
BUY
$44.98 - $56.11 $5,217 - $6,508
116 Added 2.47%
4,809 $266,000
Q3 2023

Oct 17, 2023
BUY
$47.76 - $53.58 $4,967 - $5,572
104 Added 2.27%
4,693 $227,000
Q2 2023

Jul 13, 2023
BUY
$46.06 - $50.45 $1,888 - $2,068
41 Added 0.9%
4,589 $231,000
Q1 2023

Apr 19, 2023
BUY
$46.21 - $53.63 $5,683 - $6,596
123 Added 2.78%
4,548 $221,000
Q4 2022

Feb 14, 2023
BUY
$43.53 - $50.11 $192,620 - $221,736
4,425 New
4,425 $206,000
Q2 2022

Jul 26, 2022
SELL
$44.28 - $53.81 $182,787 - $222,127
-4,128 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$50.55 - $56.5 $208,670 - $233,232
4,128 New
4,128 $220,000
Q3 2020

Oct 23, 2020
SELL
$30.58 - $35.51 $124,582 - $144,667
-4,074 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$23.69 - $35.9 $96,513 - $146,256
4,074 New
4,074 $0

Others Institutions Holding FNDA

# of Institutions
451
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
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More about FNDA
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