AOWM
Alpha Omega Wealth Management’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
912
| – | – | 0.04% | 200 |
|
|
2025
Q1 | $222K | Hold |
912
| – | – | 0.04% | 193 |
|
|
2024
Q4 | $257K | Sell |
912
-85
| -9% | -$23.9K | 0.05% | 179 |
|
|
2024
Q3 | $273K | Buy |
997
+100
| +11% | +$27.4K | 0.05% | 184 |
|
|
2024
Q2 | $269K | Sell |
897
-135
| -13% | -$40.5K | 0.05% | 179 |
|
|
2024
Q1 | $299K | Hold |
1,032
| – | – | 0.06% | 176 |
|
|
2023
Q4 | $261K | Hold |
1,032
| – | – | 0.04% | 184 |
|
|
2023
Q3 | $273K | Sell |
1,032
-105
| -9% | -$27.8K | 0.05% | 178 |
|
|
2023
Q2 | $282K | Sell |
1,137
-124
| -10% | -$30.7K | 0.05% | 180 |
|
|
2023
Q1 | $288K | Hold |
1,261
| – | – | 0.05% | 179 |
|
|
2022
Q4 | $218K | Buy |
+1,261
| New | +$218K | 0.04% | 196 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$303K | – | 211 |
|
|
2022
Q2 | $303K | Hold |
1,336
| – | – | 0.05% | 173 |
|
|
2022
Q1 | $309K | Buy |
1,336
+3
| +0.2% | +$694 | 0.05% | 182 |
|
|
2021
Q4 | $343K | Sell |
1,333
-23
| -2% | -$5.92K | 0.05% | 181 |
|
|
2021
Q3 | $297K | Sell |
1,356
-7
| -0.5% | -$1.53K | 0.05% | 184 |
|
|
2021
Q2 | $407K | Sell |
1,363
-11
| -0.8% | -$3.29K | 0.07% | 165 |
|
|
2021
Q1 | $390K | Buy |
1,374
+33
| +2% | +$9.37K | 0.07% | 165 |
|
|
2020
Q4 | $348K | Buy |
1,341
+7
| +0.5% | +$1.82K | 0.06% | 166 |
|
|
2020
Q3 | $336K | Sell |
1,334
-271
| -17% | -$68.3K | 0.05% | 156 |
|
|
2020
Q2 | $225K | Buy |
+1,605
| New | +$225K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-1,429
| Closed | -$216K | – | 202 |
|
|
2019
Q4 | $216K | Sell |
1,429
-1,053
| -42% | -$159K | 0.03% | 202 |
|
|
2019
Q3 | $405K | Buy |
2,482
+1,372
| +124% | +$224K | 0.07% | 151 |
|
|
2019
Q2 | $182K | Buy |
1,110
+140
| +14% | +$23K | 0.08% | 139 |
|
|
2019
Q1 | $176K | Buy |
970
+10
| +1% | +$1.81K | 0.08% | 142 |
|
|
2018
Q4 | $155K | Buy |
960
+910
| +1,820% | +$147K | 0.08% | 137 |
|
|
2018
Q3 | $12K | Hold |
50
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $11K | Hold |
50
| – | – | 0.01% | 370 |
|
|
2018
Q1 | $12K | Hold |
50
| – | – | 0.01% | 334 |
|
|
2017
Q4 | $12K | Sell |
50
-50
| -50% | -$12K | 0.01% | 333 |
|
|
2017
Q3 | $23K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $22K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2017
Q1 | $20K | Hold |
100
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $19K | Buy |
+100
| New | +$19K | 0.01% | 295 |
|