IWM
Integris Wealth Management’s Fastenal FAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
16,036
+8,818
| +122% | +$370K | 0.18% | 46 |
|
|
2025
Q1 | $560K | Sell |
7,218
-123
| -2% | -$9.54K | 0.16% | 45 |
|
|
2024
Q4 | $528K | Buy |
7,341
+123
| +2% | +$8.85K | 0.15% | 49 |
|
|
2024
Q3 | $516K | Hold |
7,218
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $454K | Hold |
7,218
| – | – | 0.13% | 52 |
|
|
2024
Q1 | $557K | Hold |
7,218
| – | – | 0.15% | 45 |
|
|
2023
Q4 | $468K | Hold |
7,218
| – | – | 0.14% | 53 |
|
|
2023
Q3 | $394K | Hold |
7,218
| – | – | 0.13% | 54 |
|
|
2023
Q2 | $426K | Hold |
7,218
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $389K | Hold |
7,218
| – | – | 0.14% | 54 |
|
|
2022
Q4 | $342K | Buy |
+7,218
| New | +$342K | 0.13% | 57 |
|