EP Wealth Advisors’s Fastenal FAST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $853K | Buy |
20,314
+3,292
| +19% | +$138K | 0.01% | 605 |
|
2025
Q1 | $660K | Sell |
17,022
-1,378
| -7% | -$53.4K | 0.01% | 613 |
|
2024
Q4 | $662K | Sell |
18,400
-3,018
| -14% | -$109K | 0.01% | 610 |
|
2024
Q3 | $765K | Buy |
21,418
+6,104
| +40% | +$218K | 0.01% | 567 |
|
2024
Q2 | $481K | Sell |
15,314
-910
| -6% | -$28.6K | 0.01% | 543 |
|
2024
Q1 | $626K | Buy |
16,224
+1,146
| +8% | +$44.2K | 0.01% | 469 |
|
2023
Q4 | $488K | Sell |
15,078
-422
| -3% | -$13.7K | 0.01% | 494 |
|
2023
Q3 | $423K | Buy |
15,500
+2,826
| +22% | +$77.2K | 0.01% | 487 |
|
2023
Q2 | $706K | Sell |
12,674
-60,950
| -83% | -$3.39M | 0.01% | 394 |
|
2023
Q1 | $2.05M | Buy |
+73,624
| New | +$2.05M | 0.04% | 221 |
|