WPWM
Windward Private Wealth Management’s Fastenal FAST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Buy |
6,000
+3,000
| +100% | +$126K | 0.09% | 40 |
|
2025
Q1 | $233K | Hold |
3,000
| – | – | 0.09% | 40 |
|
2024
Q4 | $216K | Hold |
3,000
| – | – | 0.08% | 43 |
|
2024
Q3 | $214K | Buy |
+3,000
| New | +$214K | 0.08% | 45 |
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$231K | – | 47 |
|
2024
Q1 | $231K | Buy |
+3,000
| New | +$231K | 0.09% | 47 |
|