MGWM
Marks Group Wealth Management’s Fastenal FAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
90,118
+44,046
| +96% | +$1.85M | 0.35% | 89 |
|
|
2025
Q1 | $3.57M | Hold |
46,072
| – | – | 0.34% | 92 |
|
|
2024
Q4 | $3.31M | Sell |
46,072
-1,628
| -3% | -$117K | 0.33% | 91 |
|
|
2024
Q3 | $3.41M | Sell |
47,700
-235
| -0.5% | -$16.8K | 0.33% | 93 |
|
|
2024
Q2 | $3.01M | Sell |
47,935
-532
| -1% | -$33.4K | 0.32% | 93 |
|
|
2024
Q1 | $3.74M | Sell |
48,467
-5,062
| -9% | -$390K | 0.39% | 83 |
|
|
2023
Q4 | $3.47M | Sell |
53,529
-2,727
| -5% | -$177K | 0.4% | 86 |
|
|
2023
Q3 | $3.07M | Sell |
56,256
-2,647
| -4% | -$145K | 0.38% | 90 |
|
|
2023
Q2 | $3.47M | Hold |
58,903
| – | – | 0.41% | 87 |
|
|
2023
Q1 | $3.18M | Sell |
58,903
-2,032
| -3% | -$110K | 0.41% | 87 |
|
|
2022
Q4 | $2.88M | Sell |
60,935
-1,366
| -2% | -$64.6K | 0.39% | 90 |
|
|
2022
Q3 | $2.87M | Sell |
62,301
-1,608
| -3% | -$74K | 0.44% | 85 |
|
|
2022
Q2 | $3.19M | Hold |
63,909
| – | – | 0.46% | 76 |
|
|
2022
Q1 | $3.8M | Buy |
63,909
+6,428
| +11% | +$382K | 0.48% | 81 |
|
|
2021
Q4 | $3.68M | Buy |
57,481
+52,683
| +1,098% | +$3.37M | 0.45% | 80 |
|
|
2021
Q3 | $248K | Sell |
4,798
-53,179
| -92% | -$2.75M | 0.03% | 259 |
|
|
2021
Q2 | $3.02M | Buy |
57,977
+530
| +0.9% | +$27.6K | 0.41% | 99 |
|
|
2021
Q1 | $2.89M | Sell |
57,447
-3,910
| -6% | -$197K | 0.43% | 97 |
|
|
2020
Q4 | $3M | Sell |
61,357
-4,631
| -7% | -$226K | 0.47% | 93 |
|
|
2020
Q3 | $2.98M | Sell |
65,988
-10,799
| -14% | -$487K | 0.54% | 80 |
|
|
2020
Q2 | $3.29M | Hold |
76,787
| – | – | 0.67% | 73 |
|
|
2020
Q1 | $2.4M | Buy |
76,787
+462
| +0.6% | +$14.4K | 0.62% | 75 |
|
|
2019
Q4 | $2.82M | Buy |
+76,325
| New | +$2.82M | 0.55% | 86 |
|