FWA
FSM Wealth Advisors’s Restaurant Brands International QSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
3,981
+53
| +1% | +$3.6K | 0.04% | 230 |
|
|
2025
Q1 | $262K | Buy |
3,928
+5
| +0.1% | +$333 | 0.06% | 173 |
|
|
2024
Q4 | $237K | Buy |
3,923
+11
| +0.3% | +$665 | 0.06% | 165 |
|
|
2024
Q3 | $282K | Hold |
3,912
| – | – | 0.07% | 137 |
|
|
2024
Q2 | $275K | Hold |
3,912
| – | – | 0.09% | 123 |
|
|
2024
Q1 | $311K | Hold |
3,912
| – | – | 0.11% | 119 |
|
|
2023
Q4 | $306K | Hold |
3,912
| – | – | 0.13% | 113 |
|
|
2023
Q3 | $261K | Sell |
3,912
-97
| -2% | -$6.46K | 0.13% | 119 |
|
|
2023
Q2 | $302K | Hold |
4,009
| – | – | 0.15% | 117 |
|
|
2023
Q1 | $269K | Buy |
4,009
+97
| +2% | +$6.51K | 0.16% | 124 |
|
|
2022
Q4 | $253K | Hold |
3,912
| – | – | 0.18% | 120 |
|
|
2022
Q3 | $208K | Buy |
+3,912
| New | +$208K | 0.17% | 127 |
|