PWA
Phoenix Wealth Advisors’s Fastenal FAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
40,560
+20,188
| +99% | +$848K | 0.71% | 39 |
|
|
2025
Q1 | $1.58M | Sell |
20,372
-842
| -4% | -$65.3K | 0.69% | 40 |
|
|
2024
Q4 | $1.53M | Sell |
21,214
-164
| -0.8% | -$11.8K | 0.66% | 39 |
|
|
2024
Q3 | $1.53M | Sell |
21,378
-979
| -4% | -$69.9K | 0.71% | 40 |
|
|
2024
Q2 | $1.41M | Sell |
22,357
-3,709
| -14% | -$233K | 0.71% | 40 |
|
|
2024
Q1 | $2.01M | Sell |
26,066
-14,021
| -35% | -$1.08M | 1.22% | 32 |
|
|
2023
Q4 | $2.55M | Sell |
40,087
-1,512
| -4% | -$96.1K | 1.77% | 21 |
|
|
2023
Q3 | $2.27M | Sell |
41,599
-110
| -0.3% | -$6.01K | 1.34% | 23 |
|
|
2023
Q2 | $2.46M | Sell |
41,709
-2,292
| -5% | -$135K | 1.43% | 18 |
|
|
2023
Q1 | $2.37M | Sell |
44,001
-1,684
| -4% | -$90.8K | 1.47% | 22 |
|
|
2022
Q4 | $2.16M | Sell |
45,685
-622
| -1% | -$29.4K | 1.3% | 23 |
|
|
2022
Q3 | $2.13M | Sell |
46,307
-2,210
| -5% | -$102K | 2.13% | 19 |
|
|
2022
Q2 | $2.42M | Sell |
48,517
-88
| -0.2% | -$4.39K | 2.39% | 17 |
|
|
2022
Q1 | $2.9M | Sell |
48,605
-673
| -1% | -$40.2K | 3% | 12 |
|
|
2021
Q4 | $3.16M | Sell |
49,278
-3,588
| -7% | -$230K | 2.38% | 12 |
|
|
2021
Q3 | $2.73M | Buy |
52,866
+434
| +0.8% | +$22.4K | 2.04% | 17 |
|
|
2021
Q2 | $2.75M | Buy |
52,432
+677
| +1% | +$35.5K | 1.98% | 16 |
|
|
2021
Q1 | $2.65M | Buy |
51,755
+1,650
| +3% | +$84.3K | 2.06% | 14 |
|
|
2020
Q4 | $2.45M | Buy |
+50,105
| New | +$2.45M | 1.86% | 16 |
|