EWM
Evermay Wealth Management’s Fastenal FAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
8,684
+4,342
| +100% | +$182K | 0.04% | 145 |
|
|
2025
Q1 | $337K | Hold |
4,342
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $312K | Hold |
4,342
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $310K | Sell |
4,342
-1,900
| -30% | -$136K | 0.05% | 157 |
|
|
2024
Q2 | $392K | Hold |
6,242
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $482K | Buy |
6,242
+1,278
| +26% | +$98.6K | 0.07% | 131 |
|
|
2023
Q4 | $322K | Buy |
4,964
+5
| +0.1% | +$324 | 0.06% | 140 |
|
|
2023
Q3 | $271K | Buy |
4,959
+155
| +3% | +$8.47K | 0.06% | 139 |
|
|
2023
Q2 | $283K | Hold |
4,804
| – | – | 0.05% | 143 |
|
|
2023
Q1 | $259K | Hold |
4,804
| – | – | 0.05% | 148 |
|
|
2022
Q4 | $227K | Sell |
4,804
-220
| -4% | -$10.4K | 0.05% | 157 |
|
|
2022
Q3 | $231K | Buy |
5,024
+20
| +0.4% | +$920 | 0.05% | 151 |
|
|
2022
Q2 | $250K | Buy |
5,004
+105
| +2% | +$5.25K | 0.05% | 144 |
|
|
2022
Q1 | $291K | Buy |
4,899
+4,804
| +5,057% | +$285K | 0.05% | 156 |
|
|
2021
Q4 | $6K | Sell |
95
-280
| -75% | -$17.7K | ﹤0.01% | 437 |
|
|
2021
Q3 | $19K | Hold |
375
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $20K | Buy |
+375
| New | +$20K | ﹤0.01% | 356 |
|