Number of Shares
12,083
Previous 12,466 3.07%
Holding current value
$444 Million
Previous $455 Million 2.51%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
N/A
-383 Reduced 3.07%
12,083 $444 Million
Q4 2024

Jan 27, 2025

SELL
N/A
-938 Reduced 7.0%
12,466 $455 Million
Q3 2024

Oct 09, 2024

SELL
N/A
-4,161 Reduced 23.69%
13,404 $475 Million
Q2 2024

Jul 16, 2024

BUY
N/A
5,393 Added 44.31%
17,565 $607 Million
Q1 2024

Apr 17, 2024

BUY
N/A
12,172 New
12,172 $409 Million
Track This Portfolio

Track Foguth Wealth Management, Llc. Portfolio

Follow Foguth Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.