Schwarz Dygos Wheeler Investment Advisors’s Fastenal FAST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
10,158
| – | – | 0.1% | 109 |
|
|
2025
Q1 | $394K | Buy |
10,158
+562
| +6% | +$21.8K | 0.09% | 113 |
|
|
2024
Q4 | $345K | Buy |
9,596
+1,400
| +17% | +$50.3K | 0.08% | 118 |
|
|
2024
Q3 | $293K | Hold |
8,196
| – | – | 0.07% | 125 |
|
|
2024
Q2 | $258K | Hold |
8,196
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $316K | Buy |
8,196
+40
| +0.5% | +$1.54K | 0.09% | 118 |
|
|
2023
Q4 | $264K | Sell |
8,156
-1,300
| -14% | -$42.1K | 0.08% | 127 |
|
|
2023
Q3 | $258K | Sell |
9,456
-180
| -2% | -$4.92K | 0.09% | 118 |
|
|
2023
Q2 | $284K | Buy |
+9,636
| New | +$284K | 0.09% | 113 |
|