9258 Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $232K | Buy |
846
+1
| +0.1% | +$274 | 0.03% | 313 |
|
|
2024
Q2 | $253K | Buy |
845
+109
| +15% | +$32.7K | 0.04% | 286 |
|
|
2024
Q1 | $213K | Buy |
+736
| New | +$213K | 0.03% | 324 |
|
|
2023
Q4 | – | Sell |
-768
| Closed | -$204K | – | 319 |
|
|
2023
Q3 | $204K | Buy |
+768
| New | +$204K | 0.04% | 303 |
|
|
2022
Q2 | – | Sell |
-891
| Closed | -$206K | – | 343 |
|
|
2022
Q1 | $206K | Buy |
+891
| New | +$206K | 0.05% | 336 |
|
|
2021
Q3 | – | Sell |
-1,302
| Closed | -$388K | – | 350 |
|
|
2021
Q2 | $388K | Buy |
1,302
+244
| +23% | +$72.7K | 0.1% | 210 |
|
|
2021
Q1 | $300K | Sell |
1,058
-145
| -12% | -$41.1K | 0.09% | 246 |
|
|
2020
Q4 | $312K | Buy |
1,203
+91
| +8% | +$23.6K | 0.1% | 223 |
|
|
2020
Q3 | $289K | Buy |
+1,112
| New | +$289K | 0.11% | 205 |
|